+270.0%
INTC vs MMM
+51.9%
+218.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.7% |
| 7D | +18.0% | -2.6% | +20.6% | +19.6% |
| 30D | +8.9% | -9.3% | +18.2% | +14.7% |
| 3M | -1.6% | +5.6% | -7.1% | -4.7% |
| 6M | +133.1% | +9.5% | +123.6% | +121.0% |
| YTD | +187.9% | +4.1% | +183.8% | +177.8% |
| 1Y | +334.7% | +9.4% | +325.3% | +307.2% |
| 3Y | +184.2% | +101.0% | +83.2% | +85.0% |
| 5Y | +116.0% | +26.1% | +89.9% | +84.4% |
| 10Y | +270.0% | +54.7% | +215.2% | +181.9% |
| All | +270.0% | +51.9% | +218.0% | +181.9% |
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