+32.4%
PWR vs MGY
+8.9%
+23.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -5.2% | -6.4% | -11.7% |
| 7D | -4.4% | -12.1% | +7.8% | -4.8% |
| 30D | -15.1% | -2.6% | -12.4% | -15.0% |
| 3M | -16.2% | -4.2% | -12.0% | -15.9% |
| 6M | -23.3% | -23.9% | +0.6% | -24.1% |
| YTD | +37.6% | +8.8% | +28.8% | +38.3% |
| 1Y | +32.4% | +9.5% | +22.9% | +33.0% |
| All | +32.4% | +8.9% | +23.5% | +33.0% |
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