+88.7%
ACN vs MMM
+54.6%
+34.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.9% |
| 7D | -4.8% | -1.6% | -3.2% | -4.2% |
| 30D | +1.9% | -8.0% | +9.9% | +5.6% |
| 3M | +3.9% | +9.4% | -5.5% | -0.4% |
| 6M | -15.0% | +10.2% | -25.3% | -19.2% |
| YTD | -31.9% | +6.1% | -38.0% | -34.4% |
| 1Y | -28.5% | +10.8% | -39.3% | -32.6% |
| 3Y | -41.9% | +104.8% | -146.7% | -60.9% |
| 5Y | -42.9% | +27.0% | -69.9% | -50.4% |
| 10Y | +88.7% | +53.8% | +35.0% | +35.7% |
| All | +88.7% | +54.6% | +34.2% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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