+210.8%
MGY vs AMBA
+37.6%
+173.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.4% | -7.0% | -0.2% |
| 7D | +1.5% | +2.5% | -1.0% | +0.9% |
| 30D | +6.8% | -16.1% | +23.0% | +10.3% |
| 3M | +2.6% | +4.6% | -2.0% | -1.2% |
| 6M | -3.1% | +29.2% | -32.3% | -12.6% |
| YTD | +29.4% | -2.9% | +32.3% | +23.0% |
| 1Y | +22.3% | -18.7% | +41.0% | +19.1% |
| 3Y | +26.6% | +14.9% | +11.7% | +7.1% |
| 5Y | +92.1% | -53.0% | +145.1% | +80.4% |
| All | +210.8% | +37.6% | +173.2% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling