+206.7%
MGY vs WEC
+133.5%
+73.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.3% | +2.2% |
| 7D | -0.9% | +0.8% | -1.7% | -1.0% |
| 30D | +10.1% | +0.3% | +9.8% | +10.0% |
| 3M | -1.5% | -2.9% | +1.5% | -1.1% |
| 6M | -4.9% | -5.9% | +1.0% | -4.2% |
| YTD | +27.7% | +4.1% | +23.5% | +26.8% |
| 1Y | +20.1% | +3.1% | +16.9% | +19.3% |
| 3Y | +24.9% | +40.8% | -15.9% | +18.1% |
| 5Y | +91.6% | +31.7% | +59.9% | +82.7% |
| All | +206.7% | +133.5% | +73.2% | +193.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling