+20.7%
URI vs MGY
-13.0%
+33.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.1% |
| 7D | +6.7% | +4.5% | +2.2% | +7.2% |
| 30D | +8.9% | -0.4% | +9.3% | +9.0% |
| 3M | +0.5% | -4.3% | +4.9% | +0.2% |
| 6M | +20.7% | -12.9% | +33.5% | +21.4% |
| All | +20.7% | -13.0% | +33.7% | +21.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling