+206.7%
MGY vs DRI
+202.2%
+4.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +3.1% |
| 7D | -0.9% | -1.2% | +0.3% | -0.4% |
| 30D | +10.1% | -0.4% | +10.5% | +10.1% |
| 3M | -1.5% | +9.5% | -11.0% | -6.2% |
| 6M | -4.9% | +6.5% | -11.4% | -9.1% |
| YTD | +27.7% | +18.4% | +9.3% | +15.2% |
| 1Y | +20.1% | +4.2% | +15.8% | +14.5% |
| 3Y | +24.9% | +57.1% | -32.2% | -5.2% |
| 5Y | +91.6% | +70.4% | +21.2% | +35.2% |
| All | +206.7% | +202.2% | +4.5% | +52.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling