+9.5%
MGY vs BB
+88.0%
-78.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +7.0% | -12.2% | -4.8% |
| 7D | -12.1% | -6.8% | -5.3% | -12.4% |
| 30D | -2.6% | -3.5% | +0.9% | -2.6% |
| 3M | -4.2% | -1.2% | -3.0% | -4.0% |
| 6M | -23.9% | +57.0% | -80.9% | -20.7% |
| YTD | +8.8% | +131.1% | -122.3% | +17.2% |
| 1Y | +9.5% | +87.6% | -78.1% | +19.3% |
| All | +9.5% | +88.0% | -78.5% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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