-10.6%
BA vs MMM
+14.7%
-25.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +0.7% |
| 7D | -1.4% | -2.6% | +1.2% | -0.6% |
| 30D | -7.9% | +17.4% | -25.3% | -12.4% |
| 3M | -25.2% | +3.6% | -28.8% | -25.8% |
| 6M | -26.7% | +33.0% | -59.8% | -33.3% |
| YTD | -19.6% | +19.6% | -39.3% | -25.1% |
| 1Y | -10.6% | +14.0% | -24.6% | -15.9% |
| All | -10.6% | +14.7% | -25.3% | -15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling