+5.5%
URI vs MGY
+15.5%
-10.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.6% |
| 7D | -2.0% | +2.1% | -4.1% | -2.1% |
| 30D | -12.9% | +13.8% | -26.7% | -13.2% |
| 3M | -6.7% | -4.3% | -2.5% | -6.1% |
| 6M | +19.0% | -5.1% | +24.1% | +18.0% |
| YTD | +25.5% | +24.8% | +0.7% | +18.8% |
| 1Y | +5.5% | +11.8% | -6.3% | +0.9% |
| All | +5.5% | +15.5% | -10.0% | +0.9% |
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