+916.1%
WDC vs MGY
+88.8%
+827.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.0% |
| 7D | -4.3% | +3.5% | -7.9% | -5.2% |
| 30D | -1.5% | +5.3% | -6.8% | -2.9% |
| 3M | -15.5% | +2.6% | -18.1% | -16.7% |
| 6M | +66.5% | -3.3% | +69.7% | +65.0% |
| YTD | +159.9% | +29.2% | +130.6% | +133.9% |
| 1Y | +366.0% | +18.0% | +347.9% | +329.5% |
| 3Y | +1,285.8% | +30.0% | +1,255.8% | +1,116.9% |
| All | +916.1% | +88.8% | +827.3% | +688.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling