-8.6%
PATH vs MGY
+8.8%
-17.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.5% | -1.1% | +2.4% |
| 7D | -2.7% | +2.6% | -5.3% | -2.7% |
| 30D | -1.4% | -2.0% | +0.7% | -1.2% |
| 3M | -16.4% | -7.8% | -8.6% | -16.0% |
| 6M | +23.3% | -13.9% | +37.2% | +24.8% |
| YTD | -19.8% | +11.6% | -31.4% | -13.9% |
| 1Y | -8.6% | +6.7% | -15.3% | +2.1% |
| All | -8.6% | +8.8% | -17.3% | +2.1% |
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