+181.9%
MGY vs PL
+70.3%
+111.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.1% |
| 7D | +1.8% | -9.0% | +10.8% | +2.5% |
| 30D | +6.5% | -29.6% | +36.1% | +9.4% |
| 3M | +0.3% | -45.7% | +46.0% | +4.6% |
| 6M | -2.4% | -34.3% | +31.9% | -1.9% |
| YTD | +29.0% | -15.4% | +44.4% | +25.7% |
| 1Y | +17.0% | +86.1% | -69.0% | +3.9% |
| 3Y | +26.2% | +509.1% | -483.0% | -11.2% |
| 5Y | +92.3% | +68.3% | +24.0% | +51.3% |
| All | +181.9% | +70.3% | +111.6% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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