+85.9%
AMZN vs MMM
+105.1%
-19.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +0.8% | -1.6% | +2.4% | +1.2% |
| 30D | -6.4% | -8.0% | +1.6% | -4.4% |
| 3M | +4.8% | +9.4% | -4.6% | +1.9% |
| 6M | +20.5% | +10.2% | +10.3% | +16.8% |
| YTD | +11.3% | +6.1% | +5.2% | +8.6% |
| 1Y | +9.0% | +10.8% | -1.8% | +4.7% |
| 3Y | +85.9% | +104.8% | -18.9% | +57.3% |
| All | +85.9% | +105.1% | -19.2% | +57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling