+89.0%
MGY vs SPXU
-86.1%
+175.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | -0.5% |
| 7D | +3.5% | +2.5% | +1.1% | +4.3% |
| 30D | +5.3% | +4.2% | +1.1% | +6.5% |
| 3M | +2.6% | -9.3% | +11.9% | -0.3% |
| 6M | -3.3% | -30.7% | +27.4% | -13.7% |
| YTD | +29.2% | -28.1% | +57.4% | +17.1% |
| 1Y | +18.0% | -35.2% | +53.3% | +3.9% |
| 3Y | +30.0% | -79.9% | +109.9% | -14.8% |
| All | +89.0% | -86.1% | +175.1% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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