+145.0%
TRV vs MGY
+25.2%
+119.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +1.9% | +3.5% | -1.6% | +1.6% |
| 30D | +1.7% | +5.3% | -3.6% | +1.2% |
| 3M | +23.9% | +2.6% | +21.2% | +23.6% |
| 6M | +26.3% | -3.3% | +29.6% | +26.4% |
| YTD | +30.8% | +29.2% | +1.6% | +25.7% |
| 1Y | +36.3% | +18.0% | +18.3% | +32.5% |
| 3Y | +145.0% | +30.0% | +115.0% | +135.6% |
| All | +145.0% | +25.2% | +119.9% | +135.6% |
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