+201.1%
WELL vs MGY
+88.8%
+112.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -0.2% | +3.5% | -3.8% | -0.6% |
| 30D | +2.3% | +5.3% | -2.9% | +1.8% |
| 3M | +12.3% | +2.6% | +9.6% | +11.8% |
| 6M | +15.6% | -3.3% | +18.9% | +15.5% |
| YTD | +28.3% | +29.2% | -0.9% | +24.2% |
| 1Y | +41.9% | +18.0% | +23.9% | +38.5% |
| 3Y | +198.3% | +30.0% | +168.3% | +182.5% |
| All | +201.1% | +88.8% | +112.3% | +163.8% |
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