+1,337.5%
STX vs MGY
+24.9%
+1,312.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.6% |
| 7D | +8.0% | +1.8% | +6.2% | +7.6% |
| 30D | +5.1% | +6.5% | -1.4% | +3.9% |
| 3M | +5.8% | +0.3% | +5.4% | +5.4% |
| 6M | +124.9% | -2.4% | +127.3% | +123.2% |
| YTD | +213.9% | +29.0% | +184.9% | +189.1% |
| 1Y | +350.4% | +17.0% | +333.4% | +324.2% |
| All | +1,337.5% | +24.9% | +1,312.6% | +1,207.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling