+209.8%
MGY vs SUI
+72.5%
+137.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | 0.0% |
| 7D | +1.8% | -4.1% | +5.9% | +3.2% |
| 30D | +6.5% | -3.2% | +9.6% | +7.5% |
| 3M | +0.3% | -8.4% | +8.7% | +3.1% |
| 6M | -2.4% | -14.4% | +12.0% | +2.3% |
| YTD | +29.0% | -5.5% | +34.5% | +30.5% |
| 1Y | +17.0% | -7.3% | +24.4% | +19.0% |
| 3Y | +26.2% | +9.9% | +16.3% | +17.8% |
| 5Y | +92.3% | -31.6% | +123.9% | +112.8% |
| All | +209.8% | +72.5% | +137.4% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SUI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling