+89.0%
MGY vs TRU
-35.6%
+124.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | +3.5% | -2.7% | +6.3% | +4.1% |
| 30D | +5.3% | -2.0% | +7.3% | +5.6% |
| 3M | +2.6% | +18.4% | -15.8% | -2.1% |
| 6M | -3.3% | +8.9% | -12.1% | -6.7% |
| YTD | +29.2% | -8.9% | +38.2% | +29.9% |
| 1Y | +18.0% | -15.9% | +33.9% | +21.0% |
| 3Y | +30.0% | -1.1% | +31.1% | +24.4% |
| All | +89.0% | -35.6% | +124.6% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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