+92.1%
MGY vs CASY
+234.8%
-142.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -14.2% | +15.6% | +3.7% |
| 7D | +1.5% | -16.5% | +18.0% | +4.3% |
| 30D | +6.8% | -26.4% | +33.2% | +12.3% |
| 3M | +2.6% | -17.3% | +19.9% | +5.1% |
| 6M | -3.1% | -5.2% | +2.1% | -3.7% |
| YTD | +29.4% | +14.1% | +15.3% | +23.5% |
| 1Y | +22.3% | +16.6% | +5.7% | +15.8% |
| 3Y | +26.6% | +163.7% | -137.1% | -5.7% |
| 5Y | +92.1% | +231.3% | -139.2% | +36.9% |
| All | +92.1% | +234.8% | -142.7% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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