+633.5%
TT vs MGY
+199.8%
+433.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.4% | +1.1% |
| 7D | 0.0% | +2.1% | -2.1% | -0.4% |
| 30D | -7.2% | +13.8% | -21.0% | -9.3% |
| 3M | -3.0% | -4.3% | +1.3% | -2.7% |
| 6M | +1.4% | -5.1% | +6.4% | +1.3% |
| YTD | +15.9% | +24.8% | -8.9% | +10.3% |
| 1Y | +9.4% | +11.8% | -2.4% | +5.9% |
| 3Y | +124.4% | +23.5% | +100.9% | +110.2% |
| 5Y | +138.0% | +87.5% | +50.5% | +98.0% |
| All | +633.5% | +199.8% | +433.7% | +397.7% |
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 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