+263,909.3%
AMZN vs MMM
+865.2%
+263,044.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.0% | -3.3% | +0.3% | -1.3% |
| 30D | -5.2% | -7.0% | +1.8% | -1.6% |
| 3M | +1.9% | +10.8% | -9.0% | -4.1% |
| 6M | +19.2% | +5.8% | +13.5% | +14.7% |
| YTD | +12.0% | +6.8% | +5.2% | +6.4% |
| 1Y | +9.7% | +10.4% | -0.7% | +1.8% |
| 3Y | +87.2% | +104.7% | -17.5% | +19.3% |
| 5Y | +48.7% | +23.6% | +25.1% | +23.2% |
| 10Y | +569.3% | +54.1% | +515.2% | +352.0% |
| All | +263,909.3% | +865.2% | +263,044.1% | +59,627.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling