+29.8%
MGY vs RVTY
+13.9%
+15.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.1% |
| 7D | +1.8% | -7.4% | +9.2% | +3.3% |
| 30D | +6.5% | +4.5% | +2.0% | +5.4% |
| 3M | +0.3% | +19.5% | -19.2% | -3.4% |
| 6M | -2.4% | +34.1% | -36.5% | -9.2% |
| YTD | +29.0% | +25.3% | +3.7% | +21.3% |
| 1Y | +17.0% | +47.0% | -30.0% | +4.4% |
| All | +29.8% | +13.9% | +15.9% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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