+91.6%
MGY vs PL
+79.0%
+12.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +4.0% | +2.4% |
| 7D | -0.9% | -7.5% | +6.6% | -0.3% |
| 30D | +10.1% | -25.6% | +35.7% | +12.6% |
| 3M | -1.5% | -45.6% | +44.1% | +2.8% |
| 6M | -4.9% | -29.5% | +24.6% | -5.0% |
| YTD | +27.7% | -9.7% | +37.4% | +23.8% |
| 1Y | +20.1% | +84.4% | -64.3% | +6.8% |
| 3Y | +24.9% | +550.0% | -525.1% | -12.6% |
| 5Y | +91.6% | +79.0% | +12.6% | +38.1% |
| All | +91.6% | +79.0% | +12.6% | +38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling