+2,886.3%
DELL vs MMM
+79.4%
+2,806.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.3% | +12.0% | +11.9% |
| 7D | +0.4% | -2.6% | +3.0% | +1.8% |
| 30D | -35.1% | +17.4% | -52.5% | -40.3% |
| 3M | -15.1% | +3.6% | -18.7% | -17.1% |
| 6M | +51.7% | +33.0% | +18.7% | +30.3% |
| YTD | +200.0% | +19.6% | +180.3% | +170.4% |
| 1Y | +172.1% | +14.0% | +158.1% | +150.9% |
| 3Y | +431.2% | +164.3% | +266.9% | +211.0% |
| 5Y | +633.1% | +49.3% | +583.7% | +482.4% |
| 10Y | +2,886.3% | +78.4% | +2,808.0% | +2,078.4% |
| All | +2,886.3% | +79.4% | +2,806.9% | +2,078.4% |
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