+54.2%
RGTI vs MGY
+183.7%
-129.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | +0.5% | +3.5% | -3.1% | -0.8% |
| 30D | -17.1% | +5.3% | -22.4% | -18.8% |
| 3M | -26.0% | +2.6% | -28.6% | -27.8% |
| 6M | -9.9% | -3.3% | -6.6% | -11.5% |
| YTD | -31.1% | +29.2% | -60.3% | -40.6% |
| 1Y | -8.5% | +18.0% | -26.5% | -18.0% |
| 3Y | +652.2% | +30.0% | +622.2% | +520.4% |
| 5Y | +56.8% | +92.7% | -35.9% | +30.4% |
| All | +54.2% | +183.7% | -129.5% | +29.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling