+210.4%
MGY vs PEG
+130.3%
+80.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +3.5% | -0.9% | +4.4% | +4.0% |
| 30D | +5.3% | -3.7% | +9.0% | +7.2% |
| 3M | +2.6% | -7.3% | +9.9% | +6.5% |
| 6M | -3.3% | -10.5% | +7.2% | +1.6% |
| YTD | +29.2% | -7.5% | +36.7% | +33.2% |
| 1Y | +18.0% | -8.7% | +26.8% | +22.2% |
| 3Y | +30.0% | +31.4% | -1.3% | +8.3% |
| 5Y | +92.7% | +37.8% | +54.9% | +53.3% |
| All | +210.4% | +130.3% | +80.1% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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