+89.0%
MGY vs BLDR
+10.9%
+78.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.2% |
| 7D | +3.5% | -8.2% | +11.8% | +5.1% |
| 30D | +5.3% | -16.6% | +21.9% | +8.5% |
| 3M | +2.6% | -23.2% | +25.8% | +6.4% |
| 6M | -3.3% | -33.7% | +30.5% | +2.6% |
| YTD | +29.2% | -41.3% | +70.5% | +40.2% |
| 1Y | +18.0% | -58.8% | +76.8% | +39.8% |
| 3Y | +30.0% | -57.5% | +87.5% | +45.2% |
| All | +89.0% | +10.9% | +78.1% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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