+746.7%
GOOGL vs MMM
+51.9%
+694.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.6% |
| 7D | -1.9% | -2.6% | +0.7% | -0.9% |
| 30D | -7.5% | -9.3% | +1.8% | -4.1% |
| 3M | -9.2% | +5.6% | -14.8% | -11.3% |
| 6M | +8.1% | +9.5% | -1.4% | +4.0% |
| YTD | +5.8% | +4.1% | +1.7% | +3.2% |
| 1Y | +38.3% | +9.4% | +29.0% | +31.9% |
| 3Y | +144.8% | +101.0% | +43.8% | +74.0% |
| 5Y | +132.5% | +26.1% | +106.4% | +103.9% |
| 10Y | +746.7% | +54.7% | +691.9% | +564.0% |
| All | +746.7% | +51.9% | +694.8% | +564.0% |
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