+92.1%
MGY vs ACWI
+67.2%
+24.9%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +1.9% |
| 7D | +1.5% | 0.0% | +1.5% | +1.5% |
| 30D | +6.8% | -0.6% | +7.4% | +7.3% |
| 3M | +2.6% | +4.3% | -1.7% | -2.2% |
| 6M | -3.1% | +12.7% | -15.8% | -15.9% |
| YTD | +29.4% | +13.9% | +15.5% | +10.6% |
| 1Y | +22.3% | +20.5% | +1.8% | -2.0% |
| 3Y | +26.6% | +76.5% | -50.0% | -33.9% |
| 5Y | +92.1% | +67.5% | +24.6% | +10.8% |
| All | +92.1% | +67.2% | +24.9% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling