+466.2%
MGY vs ACI
+18.9%
+447.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.7% |
| 7D | +1.5% | -5.0% | +6.5% | +2.2% |
| 30D | +6.8% | -2.3% | +9.2% | +7.1% |
| 3M | +2.6% | -23.2% | +25.8% | +5.8% |
| 6M | -3.1% | -29.5% | +26.4% | +1.2% |
| YTD | +29.4% | -28.6% | +58.0% | +34.8% |
| 1Y | +22.3% | -34.0% | +56.3% | +28.6% |
| 3Y | +26.6% | -45.0% | +71.5% | +36.1% |
| 5Y | +92.1% | -44.0% | +136.1% | +101.8% |
| All | +466.2% | +18.9% | +447.3% | +507.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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