+306.7%
BNY vs MGY
+210.4%
+96.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -1.3% | +3.5% | -4.9% | -2.2% |
| 30D | -0.2% | +5.3% | -5.4% | -1.6% |
| 3M | +14.9% | +2.6% | +12.3% | +13.5% |
| 6M | +40.0% | -3.3% | +43.3% | +39.5% |
| YTD | +42.0% | +29.2% | +12.8% | +31.0% |
| 1Y | +56.9% | +18.0% | +38.8% | +47.7% |
| 3Y | +289.9% | +30.0% | +259.9% | +250.7% |
| 5Y | +259.2% | +92.7% | +166.5% | +177.5% |
| All | +306.7% | +210.4% | +96.3% | +142.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling