+9.5%
MGY vs BEN
+56.2%
-46.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.7% | -9.9% | -3.9% |
| 7D | -12.1% | +6.7% | -18.9% | -10.4% |
| 30D | -2.6% | +3.0% | -5.6% | -1.5% |
| 3M | -4.2% | -4.3% | +0.1% | -4.6% |
| 6M | -23.9% | +16.4% | -40.3% | -21.4% |
| YTD | +8.8% | +46.8% | -37.9% | +14.7% |
| 1Y | +9.5% | +57.3% | -47.9% | +13.8% |
| All | +9.5% | +56.2% | -46.8% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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