+113.2%
WDC vs MGY
+8.9%
+104.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -5.2% | -1.5% | -7.9% |
| 7D | -18.3% | -12.1% | -6.2% | -20.9% |
| 30D | -26.7% | -2.6% | -24.1% | -26.7% |
| 3M | -40.9% | -4.2% | -36.7% | -40.5% |
| 6M | -26.8% | -23.9% | -2.8% | -30.5% |
| YTD | +88.2% | +8.8% | +79.4% | +81.8% |
| 1Y | +113.2% | +9.5% | +103.7% | +107.1% |
| All | +113.2% | +8.9% | +104.3% | +107.1% |
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