+11.8%
MGY vs FE
+11.4%
+0.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.5% |
| 7D | +2.1% | +1.9% | +0.2% | +2.0% |
| 30D | +13.8% | -1.2% | +15.0% | +13.9% |
| 3M | -4.3% | +3.5% | -7.8% | -4.4% |
| 6M | -5.1% | -6.1% | +1.0% | -4.5% |
| YTD | +24.8% | +7.6% | +17.2% | +21.1% |
| 1Y | +11.8% | +11.9% | -0.1% | +4.3% |
| All | +11.8% | +11.4% | +0.4% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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