+895.7%
ASX vs MGY
+209.8%
+685.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -2.9% | -3.2% |
| 7D | +6.5% | +1.8% | +4.7% | +6.1% |
| 30D | +3.1% | +6.5% | -3.4% | +1.8% |
| 3M | +17.4% | +0.3% | +17.1% | +16.7% |
| 6M | +85.4% | -2.4% | +87.8% | +84.2% |
| YTD | +150.1% | +29.0% | +121.1% | +132.6% |
| 1Y | +256.3% | +17.0% | +239.3% | +238.1% |
| 3Y | +446.9% | +26.2% | +420.7% | +404.7% |
| 5Y | +447.1% | +92.3% | +354.8% | +354.1% |
| All | +895.7% | +209.8% | +685.9% | +644.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling