+142.1%
WBD vs MGY
+25.2%
+117.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -0.7% | +3.5% | -4.3% | -2.2% |
| 30D | +1.4% | +5.3% | -3.9% | -1.0% |
| 3M | +4.4% | +2.6% | +1.7% | +2.6% |
| 6M | +0.8% | -3.3% | +4.1% | +0.5% |
| YTD | -2.7% | +29.2% | -31.9% | -17.5% |
| 1Y | +73.4% | +18.0% | +55.4% | +53.2% |
| 3Y | +142.1% | +30.0% | +112.1% | +81.6% |
| All | +142.1% | +25.2% | +117.0% | +81.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling