+418.8%
BE vs MMM
+10.4%
+408.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.6% | +10.2% | +9.7% |
| 7D | +29.8% | -1.6% | +31.4% | +30.0% |
| 30D | +26.4% | -8.0% | +34.4% | +27.9% |
| 3M | +9.3% | +9.4% | 0.0% | +8.2% |
| 6M | +105.1% | +10.2% | +94.8% | +103.4% |
| YTD | +219.0% | +6.1% | +212.9% | +212.0% |
| 1Y | +418.8% | +10.8% | +408.0% | +383.4% |
| All | +418.8% | +10.4% | +408.4% | +383.4% |
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 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