+89.0%
MGY vs BNS
+94.7%
-5.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.2% |
| 7D | +3.5% | -0.4% | +3.9% | +3.7% |
| 30D | +5.3% | +3.5% | +1.8% | +2.8% |
| 3M | +2.6% | +14.1% | -11.4% | -5.9% |
| 6M | -3.3% | +33.8% | -37.1% | -21.0% |
| YTD | +29.2% | +29.5% | -0.2% | +7.7% |
| 1Y | +18.0% | +48.4% | -30.4% | -11.4% |
| 3Y | +30.0% | +129.6% | -99.6% | -32.7% |
| All | +89.0% | +94.7% | -5.6% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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