+316.6%
V vs MGY
+206.7%
+109.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.0% | -2.1% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | +1.9% | +10.1% | -8.2% | 0.0% |
| 3M | +15.5% | -1.5% | +17.0% | +15.3% |
| 6M | +16.6% | -4.9% | +21.5% | +16.8% |
| YTD | +5.7% | +27.7% | -21.9% | -0.2% |
| 1Y | +8.6% | +20.1% | -11.5% | +3.4% |
| 3Y | +52.5% | +24.9% | +27.6% | +41.6% |
| 5Y | +67.1% | +91.6% | -24.5% | +37.1% |
| All | +316.6% | +206.7% | +109.9% | +168.9% |
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 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