+59.8%
ON vs MGY
+88.8%
-29.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.2% | +8.3% | +8.4% |
| 7D | +2.4% | +3.5% | -1.2% | +1.0% |
| 30D | -8.6% | +5.3% | -13.9% | -10.6% |
| 3M | -34.3% | +2.6% | -37.0% | -35.5% |
| 6M | +28.5% | -3.3% | +31.8% | +27.6% |
| YTD | +40.6% | +29.2% | +11.4% | +22.3% |
| 1Y | +55.3% | +18.0% | +37.3% | +40.3% |
| 3Y | -22.2% | +30.0% | -52.2% | -33.5% |
| All | +59.8% | +88.8% | -29.0% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MGY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling