+199.8%
TER vs MGY
+15.5%
+184.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.5% | +7.0% | +5.2% |
| 7D | +0.6% | +2.1% | -1.5% | +0.9% |
| 30D | -8.3% | +13.8% | -22.1% | -6.3% |
| 3M | -12.2% | -4.3% | -8.0% | -12.2% |
| 6M | +17.0% | -5.1% | +22.1% | +12.1% |
| YTD | +84.6% | +24.8% | +59.8% | +61.9% |
| 1Y | +199.8% | +11.8% | +188.0% | +172.1% |
| All | +199.8% | +15.5% | +184.3% | +172.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling