+31,416.6%
AVGO vs MMM
+365.2%
+31,051.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -3.0% | -3.3% | +0.4% | -1.1% |
| 30D | -14.4% | -7.0% | -7.4% | -10.9% |
| 3M | -14.4% | +10.8% | -25.2% | -19.9% |
| 6M | +13.1% | +5.8% | +7.4% | +8.1% |
| YTD | +3.8% | +6.8% | -3.0% | -2.1% |
| 1Y | +17.8% | +10.4% | +7.4% | +8.1% |
| 3Y | +325.3% | +104.7% | +220.6% | +152.9% |
| 5Y | +689.9% | +23.6% | +666.4% | +553.4% |
| 10Y | +2,597.0% | +54.1% | +2,542.9% | +1,623.4% |
| All | +31,416.6% | +365.2% | +31,051.4% | +8,137.1% |
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 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