+11.8%
MGY vs DRI
+6.9%
+4.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.6% |
| 7D | +2.1% | +0.6% | +1.5% | +2.2% |
| 30D | +13.8% | +3.8% | +10.0% | +14.4% |
| 3M | -4.3% | +13.0% | -17.3% | -2.5% |
| 6M | -5.1% | +8.3% | -13.4% | -3.2% |
| YTD | +24.8% | +20.6% | +4.2% | +26.6% |
| 1Y | +11.8% | +6.5% | +5.4% | +13.0% |
| All | +11.8% | +6.9% | +4.9% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling