+176.7%
MGY vs AR
+84.2%
+92.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | +4.5% | +7.4% | -2.9% | +1.7% |
| 30D | -0.4% | +5.8% | -6.2% | -2.5% |
| 3M | -4.3% | +5.2% | -9.6% | -6.1% |
| 6M | -12.9% | +5.4% | -18.3% | -14.5% |
| YTD | +15.2% | +12.4% | +2.8% | +10.0% |
| 1Y | +10.3% | +12.8% | -2.5% | +5.0% |
| 3Y | +23.6% | +47.2% | -23.6% | +4.1% |
| 5Y | +35.7% | +101.1% | -65.4% | +2.1% |
| All | +176.7% | +84.2% | +92.5% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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