+292.3%
TGT vs MGY
+209.8%
+82.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -5.0% | +1.8% | -6.8% | -5.3% |
| 30D | +3.0% | +6.5% | -3.5% | +2.1% |
| 3M | +22.6% | +0.3% | +22.3% | +22.3% |
| 6M | +31.2% | -2.4% | +33.6% | +30.9% |
| YTD | +63.7% | +29.0% | +34.7% | +56.6% |
| 1Y | +78.5% | +17.0% | +61.5% | +72.9% |
| 3Y | +40.5% | +26.2% | +14.4% | +33.5% |
| 5Y | -25.6% | +92.3% | -117.9% | -33.2% |
| All | +292.3% | +209.8% | +82.5% | +227.2% |
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