+2,981.5%
MUU vs MGY
+15.5%
+2,966.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.5% | +13.1% | +10.8% |
| 7D | +17.4% | +2.1% | +15.3% | +18.8% |
| 30D | +24.0% | +13.8% | +10.2% | +34.1% |
| 3M | -23.9% | -4.3% | -19.6% | -23.1% |
| 6M | +284.4% | -5.1% | +289.5% | +271.4% |
| YTD | +583.7% | +24.8% | +558.9% | +506.7% |
| 1Y | +2,981.5% | +11.8% | +2,969.7% | +2,707.6% |
| All | +2,981.5% | +15.5% | +2,966.0% | +2,707.6% |
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 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