+92.1%
MGY vs ROIV
+319.8%
-227.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.6% | +1.3% |
| 7D | +1.5% | +22.3% | -20.8% | +0.1% |
| 30D | +6.8% | +16.9% | -10.0% | +5.6% |
| 3M | +2.6% | +43.9% | -41.3% | 0.0% |
| 6M | -3.1% | +41.6% | -44.7% | -5.7% |
| YTD | +29.4% | +92.7% | -63.3% | +22.9% |
| 1Y | +22.3% | +210.2% | -187.9% | +11.9% |
| 3Y | +26.6% | +231.8% | -205.3% | +13.9% |
| 5Y | +92.1% | +319.8% | -227.7% | +61.8% |
| All | +92.1% | +319.8% | -227.7% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling