+145.9%
TT vs MGY
+85.2%
+60.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -1.0% | +1.8% | -2.8% | -1.2% |
| 30D | -8.9% | +6.5% | -15.4% | -9.6% |
| 3M | -1.8% | +0.3% | -2.2% | -2.0% |
| 6M | +1.9% | -2.4% | +4.3% | +1.6% |
| YTD | +13.8% | +29.0% | -15.2% | +9.2% |
| 1Y | +6.1% | +17.0% | -10.9% | +3.0% |
| 3Y | +119.6% | +26.2% | +93.4% | +108.9% |
| 5Y | +145.9% | +92.3% | +53.5% | +122.0% |
| All | +145.9% | +85.2% | +60.7% | +122.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling