+17.0%
MGY vs SUI
-8.4%
+25.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | -0.4% |
| 7D | +1.8% | -4.1% | +5.9% | +1.7% |
| 30D | +6.5% | -3.2% | +9.6% | +6.2% |
| 3M | +0.3% | -8.4% | +8.7% | 0.0% |
| 6M | -2.4% | -14.4% | +12.0% | -1.8% |
| YTD | +29.0% | -5.5% | +34.5% | +28.0% |
| 1Y | +17.0% | -7.3% | +24.4% | +16.6% |
| All | +17.0% | -8.4% | +25.4% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling