+1,092.8%
STX vs MGY
+85.2%
+1,007.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.6% |
| 7D | +8.0% | +1.8% | +6.2% | +7.5% |
| 30D | +5.1% | +6.5% | -1.4% | +3.5% |
| 3M | +5.8% | +0.3% | +5.4% | +5.2% |
| 6M | +124.9% | -2.4% | +127.3% | +123.5% |
| YTD | +213.9% | +29.0% | +184.9% | +188.7% |
| 1Y | +350.4% | +17.0% | +333.4% | +323.4% |
| 3Y | +1,314.2% | +26.2% | +1,288.1% | +1,176.8% |
| 5Y | +1,092.8% | +92.3% | +1,000.5% | +856.3% |
| All | +1,092.8% | +85.2% | +1,007.6% | +856.3% |
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