+89.0%
MGY vs BTI
+118.0%
-29.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +3.5% | -0.2% | +3.7% | +3.6% |
| 30D | +5.3% | -1.1% | +6.3% | +5.5% |
| 3M | +2.6% | -8.8% | +11.4% | +5.0% |
| 6M | -3.3% | -4.0% | +0.7% | -3.1% |
| YTD | +29.2% | +0.4% | +28.9% | +27.2% |
| 1Y | +18.0% | +1.9% | +16.1% | +15.3% |
| 3Y | +30.0% | +108.5% | -78.5% | -12.3% |
| All | +89.0% | +118.0% | -29.0% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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