+210.4%
MGY vs ESI
+184.9%
+25.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.1% |
| 7D | +3.5% | -4.6% | +8.2% | +5.8% |
| 30D | +5.3% | -10.5% | +15.8% | +10.4% |
| 3M | +2.6% | -19.8% | +22.5% | +11.6% |
| 6M | -3.3% | +5.8% | -9.1% | -12.0% |
| YTD | +29.2% | +38.3% | -9.1% | -0.1% |
| 1Y | +18.0% | +31.5% | -13.5% | -7.1% |
| 3Y | +30.0% | +80.7% | -50.7% | -18.5% |
| 5Y | +92.7% | +69.4% | +23.2% | +19.9% |
| All | +210.4% | +184.9% | +25.5% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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