+9.5%
MGY vs AU
+42.5%
-33.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +8.0% | -13.2% | -4.5% |
| 7D | -12.1% | +0.8% | -12.9% | -11.9% |
| 30D | -2.6% | -7.0% | +4.3% | -2.9% |
| 3M | -4.2% | +8.5% | -12.8% | -2.5% |
| 6M | -23.9% | -1.3% | -22.6% | -22.9% |
| YTD | +8.8% | +6.8% | +2.1% | +9.1% |
| 1Y | +9.5% | +44.6% | -35.1% | +5.5% |
| All | +9.5% | +42.5% | -33.0% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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