-17.6%
UBER vs MGY
+15.5%
-33.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.3% |
| 7D | -3.9% | +2.1% | -6.0% | -3.8% |
| 30D | +11.1% | +13.8% | -2.7% | +11.7% |
| 3M | +4.9% | -4.3% | +9.2% | +4.0% |
| 6M | -1.2% | -5.1% | +3.9% | -3.2% |
| YTD | -7.3% | +24.8% | -32.1% | -12.3% |
| 1Y | -17.6% | +11.8% | -29.4% | -22.6% |
| All | -17.6% | +15.5% | -33.2% | -22.6% |
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 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