+18.0%
MGY vs TRI
-40.4%
+58.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | +0.1% |
| 7D | +3.5% | -7.9% | +11.4% | +3.7% |
| 30D | +5.3% | -4.5% | +9.8% | +5.4% |
| 3M | +2.6% | +22.1% | -19.5% | +2.1% |
| 6M | -3.3% | -2.8% | -0.5% | -3.4% |
| YTD | +29.2% | -23.4% | +52.6% | +28.7% |
| 1Y | +18.0% | -41.5% | +59.6% | +17.2% |
| All | +18.0% | -40.4% | +58.4% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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