-16.0%
TEAM vs MGY
+25.2%
-41.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -5.2% | +3.5% | -8.8% | -6.0% |
| 30D | +15.8% | +5.3% | +10.5% | +14.3% |
| 3M | +101.5% | +2.6% | +98.8% | +99.2% |
| 6M | +138.2% | -3.3% | +141.5% | +137.9% |
| YTD | +10.8% | +29.2% | -18.4% | +0.2% |
| 1Y | +1.7% | +18.0% | -16.3% | -5.4% |
| 3Y | -16.0% | +30.0% | -46.1% | -27.3% |
| All | -16.0% | +25.2% | -41.2% | -27.3% |
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 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