+92.1%
MGY vs AVAV
+33.5%
+58.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.4% | +6.7% | +1.9% |
| 7D | +1.5% | -3.2% | +4.7% | +1.8% |
| 30D | +6.8% | -25.6% | +32.4% | +10.0% |
| 3M | +2.6% | -20.2% | +22.8% | +4.0% |
| 6M | -3.1% | -38.1% | +34.9% | +0.8% |
| YTD | +29.4% | -41.8% | +71.2% | +33.2% |
| 1Y | +22.3% | -39.0% | +61.4% | +23.5% |
| 3Y | +26.6% | +24.1% | +2.5% | +5.3% |
| 5Y | +92.1% | +53.0% | +39.1% | +50.9% |
| All | +92.1% | +33.5% | +58.6% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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