+88.7%
MGY vs WEC
+30.6%
+58.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.2% |
| 7D | +1.8% | -1.3% | +3.1% | +2.0% |
| 30D | +6.5% | -0.4% | +6.9% | +6.5% |
| 3M | +0.3% | -6.8% | +7.1% | +1.6% |
| 6M | -2.4% | -6.4% | +4.0% | -1.3% |
| YTD | +29.0% | +2.5% | +26.5% | +28.1% |
| 1Y | +17.0% | -0.4% | +17.4% | +16.8% |
| 3Y | +26.2% | +38.5% | -12.4% | +16.7% |
| All | +88.7% | +30.6% | +58.0% | +76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling