+209.8%
MGY vs BLDR
+282.2%
-72.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | +0.8% |
| 7D | +1.8% | -8.1% | +9.9% | +4.2% |
| 30D | +6.5% | -21.5% | +28.0% | +13.8% |
| 3M | +0.3% | -21.0% | +21.3% | +5.2% |
| 6M | -2.4% | -37.1% | +34.7% | +8.0% |
| YTD | +29.0% | -42.7% | +71.7% | +45.8% |
| 1Y | +17.0% | -58.0% | +75.0% | +46.0% |
| 3Y | +26.2% | -57.8% | +84.0% | +46.7% |
| 5Y | +92.3% | +10.3% | +82.0% | +43.2% |
| All | +209.8% | +282.2% | -72.3% | +35.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling