+9.5%
MGY vs ENB
+9.4%
+0.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.9% | -5.0% |
| 7D | -12.1% | +0.5% | -12.6% | -12.4% |
| 30D | -2.6% | +6.0% | -8.6% | -6.4% |
| 3M | -4.2% | -7.4% | +3.2% | +1.2% |
| 6M | -23.9% | -8.5% | -15.4% | -18.6% |
| YTD | +8.8% | +6.1% | +2.7% | +3.6% |
| 1Y | +9.5% | +9.4% | +0.1% | +2.8% |
| All | +9.5% | +9.4% | +0.1% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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