+15.7%
MGY vs ACWI
+74.0%
-58.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.4% |
| 7D | -6.1% | -0.2% | -5.9% | -6.3% |
| 30D | -3.9% | -3.3% | -0.6% | -2.1% |
| 3M | -11.0% | -3.4% | -7.6% | -9.4% |
| 6M | -15.6% | +0.8% | -16.4% | -17.4% |
| YTD | +7.8% | +10.7% | -2.9% | -4.5% |
| 1Y | +5.8% | +11.6% | -5.8% | -7.3% |
| All | +15.7% | +74.0% | -58.3% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling