+207.2%
UMC vs MGY
+15.5%
+191.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.5% | +6.1% | +4.5% |
| 7D | +5.0% | +2.1% | +2.9% | +5.1% |
| 30D | +7.7% | +13.8% | -6.1% | +8.4% |
| 3M | +1.7% | -4.3% | +5.9% | +1.1% |
| 6M | +113.9% | -5.1% | +119.0% | +109.5% |
| YTD | +168.9% | +24.8% | +144.1% | +154.7% |
| 1Y | +207.2% | +11.8% | +195.4% | +196.3% |
| All | +207.2% | +15.5% | +191.7% | +196.3% |
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