+152.5%
PAAS vs MGY
+176.7%
-24.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.8% |
| 7D | -8.9% | +4.5% | -13.4% | -9.6% |
| 30D | -11.4% | -0.4% | -11.0% | -11.6% |
| 3M | -20.4% | -4.3% | -16.1% | -20.2% |
| 6M | -40.7% | -12.9% | -27.8% | -39.9% |
| YTD | -26.9% | +15.2% | -42.1% | -29.6% |
| 1Y | -3.1% | +10.3% | -13.4% | -6.0% |
| 3Y | +199.3% | +23.6% | +175.6% | +183.2% |
| 5Y | +48.3% | +35.7% | +12.5% | +37.9% |
| All | +152.5% | +176.7% | -24.2% | +100.6% |
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