-47.1%
OPEN vs MGY
+15.5%
-62.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.5% |
| 7D | -4.3% | +2.1% | -6.4% | -4.0% |
| 30D | -16.2% | +13.8% | -30.0% | -15.1% |
| 3M | -36.4% | -4.3% | -32.1% | -34.7% |
| 6M | -35.5% | -5.1% | -30.4% | -35.2% |
| YTD | -46.0% | +24.8% | -70.8% | -49.1% |
| 1Y | -47.1% | +11.8% | -59.0% | -51.5% |
| All | -47.1% | +15.5% | -62.7% | -51.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling