+9.5%
MGY vs TD
+61.0%
-51.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.8% | -8.0% | -4.2% |
| 7D | -12.1% | +1.4% | -13.5% | -11.5% |
| 30D | -2.6% | +10.2% | -12.9% | +1.0% |
| 3M | -4.2% | +8.1% | -12.4% | -1.2% |
| 6M | -23.9% | +22.3% | -46.2% | -17.4% |
| YTD | +8.8% | +39.0% | -30.2% | +21.2% |
| 1Y | +9.5% | +62.6% | -53.2% | +21.9% |
| All | +9.5% | +61.0% | -51.6% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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