+89.0%
MGY vs IBN
+58.3%
+30.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.2% |
| 7D | +3.5% | -3.0% | +6.5% | +4.2% |
| 30D | +5.3% | -1.5% | +6.8% | +5.6% |
| 3M | +2.6% | +7.9% | -5.3% | +0.5% |
| 6M | -3.3% | +8.6% | -11.9% | -5.8% |
| YTD | +29.2% | -0.6% | +29.8% | +28.7% |
| 1Y | +18.0% | -7.3% | +25.4% | +20.1% |
| 3Y | +30.0% | +26.2% | +3.8% | +15.6% |
| All | +89.0% | +58.3% | +30.7% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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