+29.8%
MGY vs GEN
+58.8%
-29.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +1.8% | -4.3% | +6.1% | +2.5% |
| 30D | +6.5% | +3.8% | +2.7% | +5.7% |
| 3M | +0.3% | +22.3% | -21.9% | -3.6% |
| 6M | -2.4% | +39.0% | -41.3% | -9.1% |
| YTD | +29.0% | +11.9% | +17.1% | +27.5% |
| 1Y | +17.0% | +4.5% | +12.5% | +18.0% |
| All | +29.8% | +58.8% | -29.0% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling