+23.6%
SYY vs MGY
+88.8%
-65.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | +3.9% | +3.5% | +0.4% | +3.5% |
| 30D | -1.7% | +5.3% | -7.0% | -2.3% |
| 3M | +5.2% | +2.6% | +2.5% | +4.7% |
| 6M | -0.2% | -3.3% | +3.1% | -0.3% |
| YTD | +15.4% | +29.2% | -13.8% | +10.8% |
| 1Y | +5.6% | +18.0% | -12.4% | +2.5% |
| 3Y | +28.9% | +30.0% | -1.1% | +21.6% |
| All | +23.6% | +88.8% | -65.2% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling