+89.0%
MGY vs TD
+125.7%
-36.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.3% |
| 7D | +3.5% | -0.5% | +4.1% | +3.9% |
| 30D | +5.3% | -1.9% | +7.2% | +6.3% |
| 3M | +2.6% | +4.8% | -2.1% | -1.3% |
| 6M | -3.3% | +28.0% | -31.3% | -20.4% |
| YTD | +29.2% | +30.3% | -1.1% | +4.5% |
| 1Y | +18.0% | +59.8% | -41.7% | -19.2% |
| 3Y | +30.0% | +124.7% | -94.7% | -34.7% |
| All | +89.0% | +125.7% | -36.7% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling