+209.9%
BKNG vs MMM
+53.9%
+156.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.9% |
| 7D | -10.7% | -3.2% | -7.4% | -9.4% |
| 30D | -18.1% | -10.7% | -7.4% | -14.2% |
| 3M | +8.5% | +4.3% | +4.2% | +6.7% |
| 6M | -0.1% | +5.9% | -6.0% | -2.6% |
| YTD | -18.2% | +3.2% | -21.4% | -20.0% |
| 1Y | -19.9% | +8.0% | -27.9% | -23.4% |
| 3Y | +41.6% | +99.1% | -57.5% | -1.2% |
| 5Y | +93.1% | +25.7% | +67.4% | +69.2% |
| All | +209.9% | +53.9% | +156.0% | +130.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling