+89.0%
MGY vs BEN
+36.0%
+53.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +3.5% | -3.1% | +6.7% | +4.6% |
| 30D | +5.3% | +0.2% | +5.1% | +5.0% |
| 3M | +2.6% | +6.8% | -4.2% | -0.5% |
| 6M | -3.3% | +38.1% | -41.4% | -15.9% |
| YTD | +29.2% | +44.3% | -15.1% | +9.8% |
| 1Y | +18.0% | +42.6% | -24.5% | +0.5% |
| 3Y | +30.0% | +52.3% | -22.3% | +4.1% |
| All | +89.0% | +36.0% | +53.0% | +55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling