+30.2%
MGY vs RACE
+38.2%
-8.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.4% |
| 7D | +1.5% | -2.6% | +4.1% | +1.6% |
| 30D | +6.8% | -1.1% | +7.9% | +6.9% |
| 3M | +2.6% | +12.5% | -9.9% | +1.7% |
| 6M | -3.1% | +17.4% | -20.5% | -4.6% |
| YTD | +29.4% | +10.1% | +19.3% | +28.4% |
| 1Y | +22.3% | -15.1% | +37.5% | +27.6% |
| All | +30.2% | +38.2% | -8.0% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling