+268.9%
MGY vs ROIV
+276.5%
-7.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.7% | +1.6% |
| 7D | +4.5% | +1.7% | +2.8% | +4.4% |
| 30D | -0.4% | +17.6% | -18.0% | -1.5% |
| 3M | -4.3% | +9.0% | -13.3% | -5.1% |
| 6M | -12.9% | +35.3% | -48.1% | -14.8% |
| YTD | +15.2% | +82.2% | -67.0% | +9.9% |
| 1Y | +10.3% | +92.3% | -81.9% | +4.8% |
| 3Y | +23.6% | +336.8% | -313.2% | +10.7% |
| 5Y | +35.7% | +370.6% | -334.9% | +14.9% |
| All | +268.9% | +276.5% | -7.6% | +181.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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