-7.5%
IGV vs MGY
+8.9%
-16.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.2% | +6.1% | +0.4% |
| 7D | -7.5% | -12.1% | +4.6% | -8.4% |
| 30D | -5.6% | -2.6% | -3.0% | -5.6% |
| 3M | +1.5% | -4.2% | +5.8% | +1.6% |
| 6M | +17.1% | -23.9% | +41.0% | +16.3% |
| YTD | -2.0% | +8.8% | -10.8% | -0.6% |
| 1Y | -7.5% | +9.5% | -17.0% | -6.8% |
| All | -7.5% | +8.9% | -16.4% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling