+92.1%
MGY vs FE
+46.0%
+46.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.9% | +1.5% |
| 7D | +1.5% | -0.2% | +1.7% | +1.5% |
| 30D | +6.8% | -1.2% | +8.0% | +7.2% |
| 3M | +2.6% | +1.7% | +1.0% | +2.0% |
| 6M | -3.1% | -7.5% | +4.4% | -1.2% |
| YTD | +29.4% | +6.3% | +23.1% | +26.4% |
| 1Y | +22.3% | +10.9% | +11.5% | +17.8% |
| 3Y | +26.6% | +46.9% | -20.4% | +7.3% |
| 5Y | +92.1% | +47.6% | +44.5% | +75.3% |
| All | +92.1% | +46.0% | +46.1% | +75.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling