+199.8%
MGY vs ACWI
+189.9%
+9.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +2.1% | +0.5% | +1.6% | +1.4% |
| 30D | +13.8% | +0.9% | +12.9% | +12.5% |
| 3M | -4.3% | +2.4% | -6.7% | -7.8% |
| 6M | -5.1% | +12.4% | -17.4% | -19.8% |
| YTD | +24.8% | +15.2% | +9.6% | +2.0% |
| 1Y | +11.8% | +22.7% | -10.9% | -15.8% |
| 3Y | +23.5% | +75.8% | -52.3% | -41.0% |
| 5Y | +87.5% | +67.7% | +19.8% | -4.4% |
| All | +199.8% | +189.9% | +9.9% | -6.7% |
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