+469.4%
PWR vs MGY
+88.8%
+380.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.1% |
| 7D | +4.2% | +3.5% | +0.6% | +3.2% |
| 30D | -4.0% | +5.3% | -9.3% | -5.4% |
| 3M | -4.8% | +2.6% | -7.4% | -5.8% |
| 6M | +14.6% | -3.3% | +17.9% | +14.3% |
| YTD | +54.2% | +29.2% | +25.0% | +40.7% |
| 1Y | +67.1% | +18.0% | +49.1% | +56.1% |
| 3Y | +218.5% | +30.0% | +188.4% | +183.5% |
| All | +469.4% | +88.8% | +380.6% | +358.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling