+198.5%
WELL vs MGY
+24.9%
+173.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -2.2% | +1.8% | -4.0% | -2.3% |
| 30D | +4.7% | +6.5% | -1.8% | +4.6% |
| 3M | +11.9% | +0.3% | +11.6% | +11.9% |
| 6M | +14.3% | -2.4% | +16.7% | +14.2% |
| YTD | +28.4% | +29.0% | -0.6% | +26.8% |
| 1Y | +42.3% | +17.0% | +25.3% | +41.1% |
| All | +198.5% | +24.9% | +173.5% | +184.7% |
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 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