+479.4%
ASX vs MGY
+94.8%
+384.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.2% |
| 7D | +11.1% | +1.5% | +9.6% | +10.7% |
| 30D | +9.6% | +6.8% | +2.8% | +7.9% |
| 3M | +18.6% | +2.6% | +16.0% | +17.3% |
| 6M | +92.1% | -3.1% | +95.2% | +90.9% |
| YTD | +158.5% | +29.4% | +129.1% | +135.4% |
| 1Y | +271.9% | +22.3% | +249.6% | +243.3% |
| 3Y | +465.2% | +26.6% | +438.7% | +408.4% |
| 5Y | +479.4% | +92.1% | +387.3% | +397.2% |
| All | +479.4% | +94.8% | +384.6% | +397.2% |
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