+69.6%
V vs MGY
+85.2%
-15.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -3.0% | +1.8% | -4.8% | -3.3% |
| 30D | +1.2% | +6.5% | -5.3% | +0.2% |
| 3M | +13.9% | +0.3% | +13.6% | +13.5% |
| 6M | +17.2% | -2.4% | +19.6% | +17.0% |
| YTD | +5.3% | +29.0% | -23.7% | +0.2% |
| 1Y | +9.5% | +17.0% | -7.6% | +5.6% |
| 3Y | +51.9% | +26.2% | +25.8% | +42.4% |
| 5Y | +69.6% | +92.3% | -22.8% | +48.1% |
| All | +69.6% | +85.2% | -15.6% | +48.1% |
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