+18.0%
MGY vs EXR
-0.7%
+18.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.3% |
| 7D | +3.5% | -1.2% | +4.7% | +3.4% |
| 30D | +5.3% | -6.2% | +11.5% | +4.6% |
| 3M | +2.6% | -7.4% | +10.0% | +1.9% |
| 6M | -3.3% | -0.5% | -2.7% | -2.9% |
| YTD | +29.2% | +8.1% | +21.1% | +25.8% |
| 1Y | +18.0% | -2.9% | +20.9% | +15.1% |
| All | +18.0% | -0.7% | +18.7% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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