+176.7%
MGY vs RY
+282.4%
-105.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.7% |
| 7D | +4.5% | +0.6% | +3.9% | +3.9% |
| 30D | -0.4% | +5.0% | -5.5% | -5.5% |
| 3M | -4.3% | -5.3% | +1.0% | -0.6% |
| 6M | -12.9% | +13.8% | -26.7% | -24.9% |
| YTD | +15.2% | +21.0% | -5.8% | -8.0% |
| 1Y | +10.3% | +40.5% | -30.2% | -24.7% |
| 3Y | +23.6% | +159.7% | -136.0% | -57.2% |
| 5Y | +35.7% | +124.3% | -88.6% | -44.9% |
| All | +176.7% | +282.4% | -105.7% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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