+76.4%
SLB vs MGY
+35.2%
+41.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.5% |
| 7D | +3.5% | +4.5% | -1.0% | +0.5% |
| 30D | +6.5% | -0.4% | +6.9% | +6.4% |
| 3M | -0.2% | -4.3% | +4.1% | +1.3% |
| 6M | -5.7% | -12.9% | +7.1% | +0.7% |
| YTD | +36.8% | +15.2% | +21.7% | +18.5% |
| 1Y | +45.8% | +10.3% | +35.4% | +30.1% |
| 3Y | +3.4% | +23.6% | -20.3% | -16.3% |
| All | +76.4% | +35.2% | +41.1% | +34.8% |
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