+10.7%
SNDU vs MGY
-18.5%
+29.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -5.2% | -10.6% | -17.9% |
| 7D | -48.0% | -12.1% | -35.9% | -51.3% |
| 30D | -66.4% | -2.6% | -63.8% | -66.4% |
| 3M | -58.7% | -4.2% | -54.5% | -57.6% |
| 6M | -68.6% | -23.9% | -44.7% | -72.3% |
| All | +10.7% | -18.5% | +29.2% | +9.8% |
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 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