+89.0%
MGY vs WY
-22.2%
+111.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | 0.0% |
| 7D | +3.5% | -4.2% | +7.7% | +5.6% |
| 30D | +5.3% | -10.1% | +15.4% | +10.4% |
| 3M | +2.6% | -8.5% | +11.1% | +6.3% |
| 6M | -3.3% | -3.3% | +0.1% | -3.7% |
| YTD | +29.2% | -4.4% | +33.6% | +28.4% |
| 1Y | +18.0% | -11.5% | +29.5% | +22.2% |
| 3Y | +30.0% | -24.3% | +54.3% | +43.3% |
| All | +89.0% | -22.2% | +111.3% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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