+92.1%
MGY vs AR
+148.2%
-56.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +1.5% | -1.2% | +2.7% | +2.1% |
| 30D | +6.8% | +5.5% | +1.3% | +3.7% |
| 3M | +2.6% | +12.9% | -10.3% | -3.9% |
| 6M | -3.1% | +0.1% | -3.2% | -3.4% |
| YTD | +29.4% | +13.5% | +15.9% | +20.0% |
| 1Y | +22.3% | +21.6% | +0.7% | +8.5% |
| 3Y | +26.6% | +46.0% | -19.4% | -3.9% |
| 5Y | +92.1% | +143.7% | -51.6% | +3.5% |
| All | +92.1% | +148.2% | -56.1% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling