+592.9%
PH vs MGY
+210.4%
+382.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | -1.3% | +3.5% | -4.8% | -2.4% |
| 30D | -11.0% | +5.3% | -16.2% | -12.6% |
| 3M | +5.5% | +2.6% | +2.9% | +3.8% |
| 6M | +1.5% | -3.3% | +4.8% | +0.6% |
| YTD | +8.8% | +29.2% | -20.4% | -2.4% |
| 1Y | +24.5% | +18.0% | +6.5% | +14.7% |
| 3Y | +141.2% | +30.0% | +111.2% | +111.7% |
| 5Y | +256.3% | +92.7% | +163.6% | +158.2% |
| All | +592.9% | +210.4% | +382.5% | +283.8% |
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 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