+28,084.6%
AVGO vs MMM
+420.6%
+27,664.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.9% | +6.9% | +7.7% |
| 7D | -0.9% | +5.8% | -6.6% | -4.2% |
| 30D | -11.6% | +17.9% | -29.6% | -20.0% |
| 3M | -25.2% | +3.6% | -28.8% | -27.2% |
| 6M | -25.4% | +32.9% | -58.4% | -37.8% |
| YTD | -7.2% | +19.5% | -26.7% | -18.4% |
| 1Y | -7.9% | +16.5% | -24.4% | -17.9% |
| 3Y | +262.1% | +167.2% | +95.0% | +81.6% |
| 5Y | +525.7% | +48.2% | +477.5% | +359.4% |
| 10Y | +2,300.3% | +83.0% | +2,217.3% | +1,257.5% |
| All | +28,084.6% | +420.6% | +27,664.0% | +6,763.5% |
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