+278.4%
TER vs MGY
+24.9%
+253.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | +9.4% | +1.8% | +7.6% | +8.8% |
| 30D | -2.4% | +6.5% | -8.9% | -4.5% |
| 3M | +6.5% | +0.3% | +6.2% | +5.8% |
| 6M | +23.2% | -2.4% | +25.6% | +20.1% |
| YTD | +91.5% | +29.0% | +62.5% | +61.4% |
| 1Y | +214.8% | +17.0% | +197.8% | +177.9% |
| All | +278.4% | +24.9% | +253.4% | +205.5% |
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 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