+210.4%
MGY vs WEC
+129.8%
+80.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +3.5% | -0.6% | +4.1% | +3.6% |
| 30D | +5.3% | -2.6% | +7.9% | +5.6% |
| 3M | +2.6% | -6.0% | +8.7% | +3.5% |
| 6M | -3.3% | -5.4% | +2.1% | -2.6% |
| YTD | +29.2% | +2.5% | +26.8% | +28.6% |
| 1Y | +18.0% | -0.7% | +18.7% | +17.9% |
| 3Y | +30.0% | +38.7% | -8.7% | +23.2% |
| 5Y | +92.7% | +31.7% | +61.0% | +83.8% |
| All | +210.4% | +129.8% | +80.6% | +197.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling