+89.0%
MGY vs GEN
+22.3%
+66.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | +3.5% | -1.3% | +4.8% | +3.8% |
| 30D | +5.3% | +6.1% | -0.8% | +3.9% |
| 3M | +2.6% | +27.0% | -24.3% | -2.5% |
| 6M | -3.3% | +43.9% | -47.1% | -11.2% |
| YTD | +29.2% | +13.0% | +16.2% | +25.7% |
| 1Y | +18.0% | +4.0% | +14.0% | +17.2% |
| 3Y | +30.0% | +66.2% | -36.2% | +16.2% |
| All | +89.0% | +22.3% | +66.7% | +73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling