+172.4%
MGY vs ACWI
+180.3%
-7.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.2% |
| 7D | +3.5% | +2.7% | +0.9% | +0.3% |
| 30D | -3.0% | -2.6% | -0.4% | -0.8% |
| 3M | -7.6% | -3.2% | -4.4% | -5.2% |
| 6M | -14.4% | +1.9% | -16.2% | -18.2% |
| YTD | +13.4% | +11.3% | +2.1% | -4.6% |
| 1Y | +9.2% | +11.7% | -2.5% | -8.6% |
| 3Y | +22.6% | +74.4% | -51.8% | -41.5% |
| 5Y | +33.6% | +59.5% | -25.8% | -28.3% |
| All | +172.4% | +180.3% | -7.9% | -12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling