+210.8%
MGY vs SUI
+74.1%
+136.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.8% |
| 7D | +1.5% | -4.3% | +5.8% | +3.0% |
| 30D | +6.8% | -2.1% | +9.0% | +7.5% |
| 3M | +2.6% | -6.1% | +8.7% | +4.6% |
| 6M | -3.1% | -12.8% | +9.6% | +0.9% |
| YTD | +29.4% | -4.6% | +34.0% | +30.5% |
| 1Y | +22.3% | -7.7% | +30.0% | +24.5% |
| 3Y | +26.6% | +10.9% | +15.6% | +17.8% |
| 5Y | +92.1% | -32.4% | +124.5% | +113.7% |
| All | +210.8% | +74.1% | +136.7% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling