+168.1%
MGY vs ACWI
+181.9%
-13.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.4% | +2.2% |
| 7D | +2.6% | -0.7% | +3.2% | +2.9% |
| 30D | -2.0% | -2.0% | 0.0% | -0.4% |
| 3M | -7.8% | -2.2% | -5.7% | -6.5% |
| 6M | -13.9% | +1.9% | -15.8% | -17.7% |
| YTD | +11.6% | +12.0% | -0.4% | -6.7% |
| 1Y | +6.7% | +12.5% | -5.8% | -11.5% |
| 3Y | +20.6% | +75.4% | -54.8% | -42.8% |
| 5Y | +32.4% | +61.5% | -29.1% | -30.1% |
| All | +168.1% | +181.9% | -13.8% | -14.7% |
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