+218.6%
RTX vs MGY
+210.4%
+8.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -1.5% | +3.5% | -5.1% | -2.5% |
| 30D | -11.0% | +5.3% | -16.2% | -12.3% |
| 3M | +7.7% | +2.6% | +5.0% | +6.2% |
| 6M | -3.9% | -3.3% | -0.6% | -4.5% |
| YTD | +9.0% | +29.2% | -20.3% | -0.5% |
| 1Y | +27.3% | +18.0% | +9.2% | +18.8% |
| 3Y | +172.9% | +30.0% | +142.9% | +140.1% |
| 5Y | +165.2% | +92.7% | +72.5% | +94.0% |
| All | +218.6% | +210.4% | +8.3% | +68.9% |
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