+18.0%
MGY vs WU
-9.1%
+27.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.2% |
| 7D | +3.5% | -3.5% | +7.0% | +3.3% |
| 30D | +5.3% | -2.9% | +8.2% | +5.1% |
| 3M | +2.6% | -2.3% | +4.9% | +2.6% |
| 6M | -3.3% | -25.4% | +22.1% | -2.9% |
| YTD | +29.2% | -21.2% | +50.4% | +29.5% |
| 1Y | +18.0% | -8.9% | +26.9% | +16.7% |
| All | +18.0% | -9.1% | +27.1% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling