+210.8%
MGY vs BEN
+21.2%
+189.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.9% | +2.1% |
| 7D | +1.5% | +3.4% | -1.9% | -0.2% |
| 30D | +6.8% | +1.8% | +5.1% | +5.7% |
| 3M | +2.6% | +8.4% | -5.8% | -2.4% |
| 6M | -3.1% | +35.6% | -38.7% | -18.9% |
| YTD | +29.4% | +46.4% | -17.0% | +3.5% |
| 1Y | +22.3% | +46.3% | -24.0% | -2.7% |
| 3Y | +26.6% | +54.6% | -28.1% | -6.0% |
| 5Y | +92.1% | +39.4% | +52.7% | +44.9% |
| All | +210.8% | +21.2% | +189.6% | +95.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling