+210.8%
MGY vs GRMN
+564.4%
-353.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.9% |
| 7D | +1.5% | -1.4% | +2.9% | +2.1% |
| 30D | +6.8% | -13.1% | +19.9% | +13.0% |
| 3M | +2.6% | +14.9% | -12.3% | -4.0% |
| 6M | -3.1% | +13.1% | -16.2% | -9.7% |
| YTD | +29.4% | +35.3% | -5.9% | +10.4% |
| 1Y | +22.3% | +16.0% | +6.3% | +11.2% |
| 3Y | +26.6% | +179.6% | -153.0% | -30.8% |
| 5Y | +92.1% | +75.0% | +17.1% | +36.2% |
| All | +210.8% | +564.4% | -353.5% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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