+92.3%
MGY vs URA
+121.8%
-29.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.6% | +0.8% |
| 7D | +1.8% | -1.5% | +3.3% | +2.2% |
| 30D | +6.5% | -0.4% | +6.9% | +6.2% |
| 3M | +0.3% | +6.3% | -5.9% | -2.8% |
| 6M | -2.4% | -14.0% | +11.6% | -1.0% |
| YTD | +29.0% | +5.3% | +23.7% | +19.2% |
| 1Y | +17.0% | +11.7% | +5.4% | +2.4% |
| 3Y | +26.2% | +109.8% | -83.7% | -23.8% |
| 5Y | +92.3% | +108.0% | -15.6% | +13.8% |
| All | +92.3% | +121.8% | -29.5% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling