+210.4%
MGY vs HDB
+15.2%
+195.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.9% | -6.7% | -2.0% |
| 7D | +3.5% | +0.7% | +2.9% | +3.2% |
| 30D | +5.3% | +1.0% | +4.3% | +4.7% |
| 3M | +2.6% | -2.0% | +4.6% | +2.7% |
| 6M | -3.3% | -18.1% | +14.8% | +1.9% |
| YTD | +29.2% | -36.1% | +65.3% | +48.6% |
| 1Y | +18.0% | -34.0% | +52.1% | +33.8% |
| 3Y | +30.0% | -26.7% | +56.7% | +37.9% |
| 5Y | +92.7% | -33.9% | +126.6% | +109.4% |
| All | +210.4% | +15.2% | +195.2% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling