+210.4%
MGY vs APTV
-36.0%
+246.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +3.5% | -5.0% | +8.6% | +5.6% |
| 30D | +5.3% | -6.1% | +11.3% | +7.6% |
| 3M | +2.6% | -33.0% | +35.6% | +19.3% |
| 6M | -3.3% | -35.2% | +32.0% | +11.3% |
| YTD | +29.2% | -40.1% | +69.4% | +52.7% |
| 1Y | +18.0% | -45.6% | +63.6% | +45.1% |
| 3Y | +30.0% | -54.4% | +84.4% | +64.0% |
| 5Y | +92.7% | -68.9% | +161.6% | +180.0% |
| All | +210.4% | -36.0% | +246.4% | +196.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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