+209.8%
MGY vs PEG
+130.6%
+79.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.2% |
| 7D | +1.8% | -0.9% | +2.7% | +2.3% |
| 30D | +6.5% | -2.8% | +9.2% | +7.9% |
| 3M | +0.3% | -6.9% | +7.3% | +3.9% |
| 6M | -2.4% | -11.4% | +9.0% | +3.1% |
| YTD | +29.0% | -7.4% | +36.4% | +32.9% |
| 1Y | +17.0% | -8.3% | +25.3% | +20.8% |
| 3Y | +26.2% | +31.5% | -5.4% | +5.0% |
| 5Y | +92.3% | +38.0% | +54.4% | +52.9% |
| All | +209.8% | +130.6% | +79.2% | +101.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling