-0.9%
BA vs MMM
+24.5%
-25.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.2% | -3.3% | +4.5% | +2.5% |
| 30D | -11.6% | -7.0% | -4.6% | -9.1% |
| 3M | -2.4% | +10.8% | -13.2% | -6.4% |
| 6M | -6.6% | +5.8% | -12.4% | -8.9% |
| YTD | -2.2% | +6.8% | -9.0% | -5.3% |
| 1Y | -8.0% | +10.4% | -18.4% | -12.5% |
| 3Y | -5.0% | +104.7% | -109.7% | -29.7% |
| All | -0.9% | +24.5% | -25.4% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling