+206.7%
MGY vs EXR
+152.8%
+53.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | -0.9% | -0.7% | -0.2% | -0.7% |
| 30D | +10.1% | -6.9% | +17.1% | +12.2% |
| 3M | -1.5% | -3.0% | +1.5% | -0.9% |
| 6M | -4.9% | -2.9% | -2.0% | -4.8% |
| YTD | +27.7% | +9.3% | +18.4% | +23.2% |
| 1Y | +20.1% | -0.9% | +21.0% | +19.1% |
| 3Y | +24.9% | +24.7% | +0.2% | +13.8% |
| 5Y | +91.6% | -11.7% | +103.3% | +90.5% |
| All | +206.7% | +152.8% | +53.9% | +149.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling