+66.2%
PWR vs MGY
+15.5%
+50.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.7% |
| 7D | +3.6% | +2.1% | +1.5% | +3.5% |
| 30D | -8.6% | +13.8% | -22.4% | -8.6% |
| 3M | -13.2% | -4.3% | -8.9% | -12.6% |
| 6M | +9.9% | -5.1% | +15.0% | +9.1% |
| YTD | +48.0% | +24.8% | +23.2% | +41.0% |
| 1Y | +66.2% | +11.8% | +54.4% | +62.6% |
| All | +66.2% | +15.5% | +50.6% | +62.6% |
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 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