+18.0%
MGY vs DRI
+2.4%
+15.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | +0.3% |
| 7D | +3.5% | -3.2% | +6.8% | +3.2% |
| 30D | +5.3% | -7.8% | +13.1% | +4.6% |
| 3M | +2.6% | +0.4% | +2.3% | +3.0% |
| 6M | -3.3% | +4.8% | -8.1% | -1.7% |
| YTD | +29.2% | +16.7% | +12.5% | +30.6% |
| 1Y | +18.0% | +1.5% | +16.6% | +19.3% |
| All | +18.0% | +2.4% | +15.7% | +19.3% |
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