+405.2%
TEAM vs MGY
+210.8%
+194.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | -4.7% | +1.5% | -6.2% | -4.9% |
| 30D | +17.0% | +6.8% | +10.2% | +16.0% |
| 3M | +85.9% | +2.6% | +83.3% | +84.7% |
| 6M | +116.7% | -3.1% | +119.8% | +116.4% |
| YTD | +9.6% | +29.4% | -19.8% | +5.1% |
| 1Y | -2.5% | +22.3% | -24.8% | -6.0% |
| 3Y | -14.0% | +26.6% | -40.5% | -17.9% |
| 5Y | -53.1% | +92.1% | -145.2% | -56.9% |
| All | +405.2% | +210.8% | +194.4% | +378.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling