+72.9%
PBR vs MGY
+8.9%
+64.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -5.2% | -1.7% | -4.1% |
| 7D | -11.0% | -12.1% | +1.1% | -4.6% |
| 30D | -18.8% | -2.6% | -16.1% | -17.7% |
| 3M | +7.8% | -4.2% | +12.1% | +10.0% |
| 6M | -7.6% | -23.9% | +16.3% | +7.2% |
| YTD | +72.7% | +8.8% | +63.8% | +63.5% |
| 1Y | +72.9% | +9.5% | +63.5% | +61.8% |
| All | +72.9% | +8.9% | +64.0% | +61.8% |
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