+6,763.5%
AXP vs MMM
+3,299.2%
+3,464.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.5% | -7.4% | -4.0% |
| 7D | +4.6% | +12.2% | -7.6% | -3.3% |
| 30D | +9.7% | +18.8% | -9.1% | -2.4% |
| 3M | -3.8% | +7.4% | -11.1% | -8.8% |
| 6M | +4.8% | +38.3% | -33.5% | -16.5% |
| YTD | -9.1% | +22.9% | -31.9% | -22.4% |
| 1Y | -6.7% | +23.0% | -29.7% | -20.5% |
| 3Y | +125.2% | +168.4% | -43.2% | +7.7% |
| 5Y | +105.0% | +53.0% | +52.0% | +40.5% |
| 10Y | +481.5% | +92.6% | +388.9% | +228.1% |
| All | +6,763.5% | +3,299.2% | +3,464.3% | +539.1% |
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