+89.0%
MGY vs UUUU
+79.1%
+9.9%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.9% |
| 7D | +3.5% | -10.5% | +14.0% | +5.2% |
| 30D | +5.3% | -10.5% | +15.8% | +6.7% |
| 3M | +2.6% | -14.1% | +16.8% | +3.9% |
| 6M | -3.3% | -35.5% | +32.2% | +0.5% |
| YTD | +29.2% | -10.9% | +40.2% | +22.7% |
| 1Y | +18.0% | +3.4% | +14.7% | +3.8% |
| 3Y | +30.0% | +73.1% | -43.1% | -8.9% |
| All | +89.0% | +79.1% | +9.9% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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