+265.1%
MU vs MGY
+8.9%
+256.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -5.2% | -1.8% | -8.3% |
| 7D | -19.1% | -12.1% | -7.0% | -22.1% |
| 30D | -25.2% | -2.6% | -22.6% | -25.3% |
| 3M | -10.9% | -4.2% | -6.7% | -10.1% |
| 6M | +38.0% | -23.9% | +61.9% | +29.4% |
| YTD | +178.8% | +8.8% | +170.0% | +162.6% |
| 1Y | +265.1% | +9.5% | +255.7% | +243.4% |
| All | +265.1% | +8.9% | +256.2% | +243.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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