+856.3%
URI vs MGY
+199.8%
+656.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.2% |
| 7D | -2.0% | +2.1% | -4.1% | -3.0% |
| 30D | -12.9% | +13.8% | -26.7% | -17.9% |
| 3M | -6.7% | -4.3% | -2.5% | -6.0% |
| 6M | +19.0% | -5.1% | +24.1% | +19.0% |
| YTD | +25.5% | +24.8% | +0.7% | +10.8% |
| 1Y | +5.5% | +11.8% | -6.3% | -2.9% |
| 3Y | +111.3% | +23.5% | +87.8% | +83.2% |
| 5Y | +198.6% | +87.5% | +111.1% | +100.0% |
| All | +856.3% | +199.8% | +656.5% | +386.7% |
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