+168.1%
MGY vs DOC
+3.6%
+164.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.7% | +3.6% |
| 7D | +2.6% | +1.0% | +1.5% | +2.1% |
| 30D | -2.0% | +8.1% | -10.1% | -5.4% |
| 3M | -7.8% | +0.9% | -8.7% | -8.8% |
| 6M | -13.9% | +6.3% | -20.2% | -17.3% |
| YTD | +11.6% | +33.8% | -22.2% | -5.4% |
| 1Y | +6.7% | +21.6% | -14.9% | -5.5% |
| 3Y | +20.6% | +53.4% | -32.7% | -6.8% |
| 5Y | +32.4% | -21.0% | +53.4% | +41.0% |
| All | +168.1% | +3.6% | +164.5% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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