+177.5%
C vs MGY
+210.4%
-32.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | +0.8% | +3.5% | -2.7% | -0.5% |
| 30D | +0.9% | +5.3% | -4.4% | -1.2% |
| 3M | +1.1% | +2.6% | -1.6% | -1.0% |
| 6M | +28.4% | -3.3% | +31.7% | +27.1% |
| YTD | +20.8% | +29.2% | -8.5% | +6.5% |
| 1Y | +43.4% | +18.0% | +25.4% | +30.4% |
| 3Y | +274.9% | +30.0% | +244.9% | +220.1% |
| 5Y | +136.7% | +92.7% | +44.0% | +58.7% |
| All | +177.5% | +210.4% | -32.9% | +25.1% |
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