+88.6%
TGT vs MGY
+8.9%
+79.7%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -5.2% | +10.9% | +5.2% |
| 7D | +9.5% | -12.1% | +21.6% | +8.6% |
| 30D | +6.6% | -2.6% | +9.2% | +6.2% |
| 3M | +11.0% | -4.2% | +15.2% | +10.4% |
| 6M | +29.9% | -23.9% | +53.8% | +28.2% |
| YTD | +71.4% | +8.8% | +62.6% | +66.1% |
| 1Y | +88.6% | +9.5% | +79.1% | +80.7% |
| All | +88.6% | +8.9% | +79.7% | +80.7% |
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