+241.0%
PAAS vs MGY
+209.8%
+31.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -3.9% | -4.2% |
| 7D | -3.7% | +1.8% | -5.5% | -4.0% |
| 30D | -1.9% | +6.5% | -8.4% | -2.8% |
| 3M | +15.1% | +0.3% | +14.7% | +14.7% |
| 6M | -17.1% | -2.4% | -14.7% | -17.6% |
| YTD | -1.3% | +29.0% | -30.3% | -6.2% |
| 1Y | +41.1% | +17.0% | +24.0% | +36.1% |
| 3Y | +244.2% | +26.2% | +218.1% | +225.3% |
| 5Y | +120.8% | +92.3% | +28.5% | +98.6% |
| All | +241.0% | +209.8% | +31.2% | +167.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling