+89.9%
AMZN vs MMM
+164.6%
-74.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.1% | +2.5% |
| 7D | +8.7% | +5.8% | +2.9% | +7.2% |
| 30D | +1.7% | +17.9% | -16.2% | -2.4% |
| 3M | -2.8% | +3.6% | -6.3% | -3.7% |
| 6M | -2.1% | +32.9% | -35.0% | -9.7% |
| YTD | +15.6% | +19.5% | -3.8% | +9.3% |
| 1Y | +9.2% | +16.5% | -7.3% | +4.0% |
| 3Y | +89.9% | +167.2% | -77.3% | +71.1% |
| All | +89.9% | +164.6% | -74.8% | +71.1% |
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