+313.1%
MGY vs ROIV
+289.9%
+23.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.2% |
| 7D | +1.8% | +19.0% | -17.2% | +0.6% |
| 30D | +6.5% | +16.1% | -9.6% | +5.4% |
| 3M | +0.3% | +44.1% | -43.8% | -2.2% |
| 6M | -2.4% | +37.8% | -40.2% | -4.7% |
| YTD | +29.0% | +88.7% | -59.7% | +22.9% |
| 1Y | +17.0% | +197.3% | -180.3% | +7.8% |
| 3Y | +26.2% | +224.9% | -198.8% | +14.1% |
| 5Y | +92.3% | +311.0% | -218.7% | +54.3% |
| All | +313.1% | +289.9% | +23.2% | +214.4% |
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