+210.4%
MGY vs BIDU
-48.5%
+258.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | +3.5% | -8.1% | +11.7% | +5.1% |
| 30D | +5.3% | -12.8% | +18.1% | +7.6% |
| 3M | +2.6% | -21.3% | +23.9% | +6.5% |
| 6M | -3.3% | -27.0% | +23.7% | +0.6% |
| YTD | +29.2% | -30.0% | +59.3% | +34.9% |
| 1Y | +18.0% | -18.3% | +36.3% | +18.1% |
| 3Y | +30.0% | -33.8% | +63.8% | +32.1% |
| 5Y | +92.7% | -44.3% | +137.0% | +90.4% |
| All | +210.4% | -48.5% | +258.9% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling