+206.7%
MGY vs EIX
+13.3%
+193.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.5% | -2.2% | +0.8% |
| 7D | -0.9% | +0.9% | -1.8% | -1.3% |
| 30D | +10.1% | -13.5% | +23.7% | +13.4% |
| 3M | -1.5% | -15.3% | +13.8% | +1.9% |
| 6M | -4.9% | -15.3% | +10.4% | -2.2% |
| YTD | +27.7% | +2.7% | +25.0% | +21.5% |
| 1Y | +20.1% | +17.4% | +2.6% | +8.1% |
| 3Y | +24.9% | -1.3% | +26.2% | +16.8% |
| 5Y | +91.6% | +27.2% | +64.4% | +59.1% |
| All | +206.7% | +13.3% | +193.4% | +152.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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