+24.9%
MGY vs SUI
+12.1%
+12.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +2.5% |
| 7D | -0.9% | -3.1% | +2.2% | -0.4% |
| 30D | +10.1% | -2.3% | +12.4% | +10.4% |
| 3M | -1.5% | -2.8% | +1.3% | -1.1% |
| 6M | -4.9% | -12.4% | +7.4% | -2.8% |
| YTD | +27.7% | -3.3% | +31.0% | +27.8% |
| 1Y | +20.1% | -5.8% | +25.9% | +20.8% |
| 3Y | +24.9% | +12.5% | +12.4% | +20.7% |
| All | +24.9% | +12.1% | +12.8% | +20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling