+209.8%
MGY vs WY
-5.5%
+215.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.3% | +1.1% |
| 7D | +1.8% | -3.7% | +5.5% | +3.8% |
| 30D | +6.5% | -11.3% | +17.8% | +13.3% |
| 3M | +0.3% | -8.1% | +8.5% | +4.1% |
| 6M | -2.4% | -7.4% | +5.0% | -0.3% |
| YTD | +29.0% | -4.7% | +33.7% | +28.8% |
| 1Y | +17.0% | -9.2% | +26.2% | +19.6% |
| 3Y | +26.2% | -24.7% | +50.8% | +40.3% |
| 5Y | +92.3% | -21.6% | +113.9% | +106.3% |
| All | +209.8% | -5.5% | +215.3% | +174.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling