+210.4%
MGY vs BUD
-17.9%
+228.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | -0.2% |
| 7D | +3.5% | -2.6% | +6.2% | +4.9% |
| 30D | +5.3% | -1.2% | +6.5% | +5.7% |
| 3M | +2.6% | -4.9% | +7.6% | +4.7% |
| 6M | -3.3% | +9.3% | -12.5% | -9.3% |
| YTD | +29.2% | +24.0% | +5.2% | +12.9% |
| 1Y | +18.0% | +34.5% | -16.5% | -1.6% |
| 3Y | +30.0% | +43.7% | -13.7% | +0.1% |
| 5Y | +92.7% | +46.0% | +46.7% | +40.1% |
| All | +210.4% | -17.9% | +228.2% | +134.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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