+210.8%
MGY vs FND
+13.5%
+197.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.1% | +1.5% |
| 7D | +1.5% | -0.8% | +2.3% | +1.6% |
| 30D | +6.8% | -19.6% | +26.4% | +11.7% |
| 3M | +2.6% | -4.3% | +6.9% | +2.1% |
| 6M | -3.1% | -20.4% | +17.3% | -0.7% |
| YTD | +29.4% | -21.9% | +51.3% | +32.4% |
| 1Y | +22.3% | -45.2% | +67.5% | +36.3% |
| 3Y | +26.6% | -49.2% | +75.8% | +38.0% |
| 5Y | +92.1% | -61.8% | +153.9% | +114.7% |
| All | +210.8% | +13.5% | +197.4% | +126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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