+410.8%
TEAM vs MGY
+210.4%
+200.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -5.2% | +3.5% | -8.8% | -5.6% |
| 30D | +15.8% | +5.3% | +10.5% | +15.0% |
| 3M | +101.5% | +2.6% | +98.8% | +100.1% |
| 6M | +138.2% | -3.3% | +141.5% | +137.9% |
| YTD | +10.8% | +29.2% | -18.4% | +6.2% |
| 1Y | +1.7% | +18.0% | -16.3% | -1.4% |
| 3Y | -16.0% | +30.0% | -46.1% | -20.0% |
| 5Y | -52.7% | +92.7% | -145.4% | -56.6% |
| All | +410.8% | +210.4% | +200.4% | +383.5% |
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