+210.4%
MGY vs EMB
+26.8%
+183.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +3.5% | -1.2% | +4.7% | +5.1% |
| 30D | +5.3% | -1.3% | +6.5% | +6.9% |
| 3M | +2.6% | -1.8% | +4.4% | +4.6% |
| 6M | -3.3% | +0.2% | -3.5% | -4.7% |
| YTD | +29.2% | +0.4% | +28.8% | +26.9% |
| 1Y | +18.0% | +2.8% | +15.2% | +12.1% |
| 3Y | +30.0% | +29.1% | +0.9% | -9.6% |
| 5Y | +92.7% | +6.3% | +86.4% | +86.4% |
| All | +210.4% | +26.8% | +183.6% | +146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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