+55.3%
BE vs MMM
+22.1%
+33.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +9.5% | -15.9% | -7.0% |
| 7D | -12.1% | +12.2% | -24.4% | -13.2% |
| 30D | -30.1% | +18.8% | -48.9% | -31.6% |
| 3M | -12.1% | +7.4% | -19.5% | -12.3% |
| 6M | -30.6% | +38.3% | -68.9% | -32.2% |
| YTD | +130.6% | +22.9% | +107.8% | +111.6% |
| 1Y | +55.3% | +23.0% | +32.3% | +25.6% |
| All | +55.3% | +22.1% | +33.2% | +25.6% |
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