+92.3%
MGY vs BUD
+44.8%
+47.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +1.8% | -3.2% | +5.0% | +2.4% |
| 30D | +6.5% | -3.7% | +10.2% | +7.2% |
| 3M | +0.3% | -4.4% | +4.8% | +1.1% |
| 6M | -2.4% | +7.7% | -10.1% | -4.7% |
| YTD | +29.0% | +23.1% | +5.9% | +21.3% |
| 1Y | +17.0% | +33.6% | -16.6% | +7.5% |
| 3Y | +26.2% | +44.7% | -18.6% | +11.1% |
| 5Y | +92.3% | +44.9% | +47.4% | +62.4% |
| All | +92.3% | +44.8% | +47.6% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling