+9.5%
MGY vs URA
-32.2%
+41.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.1% | -4.2% | -5.3% |
| 7D | -12.1% | -10.5% | -1.6% | -13.0% |
| 30D | -2.6% | -18.6% | +16.0% | -4.4% |
| 3M | -4.2% | -23.0% | +18.8% | -6.3% |
| 6M | -23.9% | -40.3% | +16.4% | -26.0% |
| YTD | +8.8% | -23.5% | +32.3% | +5.9% |
| 1Y | +9.5% | -31.1% | +40.6% | +7.1% |
| All | +9.5% | -32.2% | +41.6% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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