+788.0%
ASX vs MGY
+176.7%
+611.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.6% | -2.4% |
| 7D | +12.4% | +4.5% | +7.9% | +11.3% |
| 30D | -19.8% | -0.4% | -19.4% | -19.9% |
| 3M | -10.3% | -4.3% | -6.0% | -10.0% |
| 6M | +1.2% | -12.9% | +14.1% | +3.0% |
| YTD | +123.0% | +15.2% | +107.8% | +111.3% |
| 1Y | +145.4% | +10.3% | +135.1% | +134.6% |
| 3Y | +368.6% | +23.6% | +345.0% | +333.0% |
| 5Y | +486.0% | +35.7% | +450.3% | +419.7% |
| All | +788.0% | +176.7% | +611.4% | +576.7% |
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 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