+17.0%
MGY vs ALLY
+5.1%
+11.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.2% |
| 7D | +1.8% | -3.3% | +5.1% | +1.2% |
| 30D | +6.5% | -4.1% | +10.5% | +5.8% |
| 3M | +0.3% | +1.4% | -1.1% | +0.4% |
| 6M | -2.4% | +14.4% | -16.8% | -3.6% |
| YTD | +29.0% | -4.9% | +33.9% | +30.8% |
| 1Y | +17.0% | +5.5% | +11.5% | +13.4% |
| All | +17.0% | +5.1% | +11.9% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 1y: compounded portfolio wealth divided by compounded ALLY 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…
1y analysis · Full analysis span regression · 6 months rolling