+92.1%
MGY vs RY
+139.4%
-47.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.4% | +2.1% |
| 7D | +1.5% | -0.5% | +2.0% | +1.8% |
| 30D | +6.8% | -1.9% | +8.7% | +8.0% |
| 3M | +2.6% | +5.1% | -2.5% | -2.2% |
| 6M | -3.1% | +28.2% | -31.3% | -22.0% |
| YTD | +29.4% | +22.9% | +6.5% | +7.6% |
| 1Y | +22.3% | +45.5% | -23.2% | -12.9% |
| 3Y | +26.6% | +156.7% | -130.1% | -49.5% |
| 5Y | +92.1% | +137.7% | -45.6% | -22.9% |
| All | +92.1% | +139.4% | -47.3% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling