+91.6%
MGY vs EXPD
+60.9%
+30.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +2.8% |
| 7D | -0.9% | -0.9% | 0.0% | -0.6% |
| 30D | +10.1% | +4.1% | +6.1% | +8.6% |
| 3M | -1.5% | +13.8% | -15.2% | -6.0% |
| 6M | -4.9% | +27.3% | -32.2% | -13.2% |
| YTD | +27.7% | +25.4% | +2.2% | +16.4% |
| 1Y | +20.1% | +54.4% | -34.3% | +0.1% |
| 3Y | +24.9% | +67.9% | -43.0% | -1.3% |
| 5Y | +91.6% | +59.2% | +32.4% | +47.9% |
| All | +91.6% | +60.9% | +30.7% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 5y: compounded portfolio wealth divided by compounded EXPD 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…
5y analysis · Full analysis span regression · 6 months rolling