+3,212.7%
MU vs MGY
+199.8%
+3,012.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.5% | +7.6% | +6.5% |
| 7D | +9.0% | +2.1% | +6.9% | +8.2% |
| 30D | +13.8% | +13.8% | 0.0% | +9.3% |
| 3M | +2.1% | -4.3% | +6.4% | +2.6% |
| 6M | +153.8% | -5.1% | +158.9% | +152.0% |
| YTD | +256.4% | +24.8% | +231.6% | +222.6% |
| 1Y | +719.8% | +11.8% | +707.9% | +666.0% |
| 3Y | +1,360.4% | +23.5% | +1,336.8% | +1,220.0% |
| 5Y | +1,312.4% | +87.5% | +1,224.9% | +964.8% |
| All | +3,212.7% | +199.8% | +3,012.9% | +2,042.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling