+209.8%
MGY vs GEN
+115.0%
+94.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +1.8% | -4.4% | +6.2% | +2.6% |
| 30D | +6.5% | +3.7% | +2.8% | +5.6% |
| 3M | +0.3% | +22.2% | -21.9% | -3.8% |
| 6M | -2.4% | +38.9% | -41.3% | -9.2% |
| YTD | +29.0% | +11.9% | +17.1% | +25.1% |
| 1Y | +17.0% | +4.5% | +12.6% | +15.1% |
| 3Y | +26.2% | +59.0% | -32.8% | +13.8% |
| 5Y | +92.3% | +22.0% | +70.4% | +77.9% |
| All | +209.8% | +115.0% | +94.9% | +145.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling