+209.8%
MGY vs BUD
-18.5%
+228.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +1.8% | -3.2% | +5.0% | +3.4% |
| 30D | +6.5% | -3.7% | +10.2% | +8.2% |
| 3M | +0.3% | -4.4% | +4.8% | +2.0% |
| 6M | -2.4% | +7.7% | -10.1% | -7.8% |
| YTD | +29.0% | +23.1% | +5.9% | +13.2% |
| 1Y | +17.0% | +33.6% | -16.6% | -2.1% |
| 3Y | +26.2% | +44.7% | -18.6% | -3.4% |
| 5Y | +92.3% | +44.9% | +47.4% | +40.4% |
| All | +209.8% | -18.5% | +228.3% | +134.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling