+836.6%
URI vs MGY
+209.8%
+626.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.5% | -3.7% |
| 7D | -0.5% | +1.8% | -2.3% | -1.3% |
| 30D | -13.4% | +6.5% | -19.9% | -15.8% |
| 3M | -6.2% | +0.3% | -6.5% | -7.3% |
| 6M | +28.0% | -2.4% | +30.4% | +26.5% |
| YTD | +23.0% | +29.0% | -6.0% | +7.0% |
| 1Y | +5.5% | +17.0% | -11.5% | -4.7% |
| 3Y | +119.2% | +26.2% | +93.0% | +88.3% |
| 5Y | +201.0% | +92.3% | +108.7% | +99.6% |
| All | +836.6% | +209.8% | +626.8% | +370.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling