+1,709.5%
BE vs MMM
+158.4%
+1,551.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -4.0% | -4.6% |
| 7D | +10.8% | -0.4% | +11.2% | +11.1% |
| 30D | -19.8% | +12.1% | -31.9% | -23.2% |
| 3M | -18.7% | +1.4% | -20.1% | -19.2% |
| 6M | -33.7% | +26.6% | -60.3% | -39.5% |
| YTD | +121.0% | +16.8% | +104.1% | +105.3% |
| 1Y | +85.4% | +10.1% | +75.3% | +77.0% |
| 3Y | +1,709.5% | +158.4% | +1,551.1% | +832.6% |
| All | +1,709.5% | +158.4% | +1,551.1% | +832.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling