+2,883.5%
GE vs MMM
+2,854.2%
+29.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +0.9% | +1.0% |
| 7D | -1.6% | -3.3% | +1.7% | +0.5% |
| 30D | -11.6% | -7.0% | -4.5% | -7.6% |
| 3M | +3.0% | +10.8% | -7.8% | -3.6% |
| 6M | -0.5% | +5.8% | -6.3% | -4.1% |
| YTD | +9.7% | +6.8% | +3.0% | +4.5% |
| 1Y | +20.0% | +10.4% | +9.7% | +11.3% |
| 3Y | +275.8% | +104.7% | +171.2% | +125.7% |
| 5Y | +429.1% | +23.6% | +405.5% | +331.5% |
| 10Y | +151.2% | +54.1% | +97.1% | +76.1% |
| All | +2,883.5% | +2,854.2% | +29.4% | +314.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling