+104.8%
MMM vs AEE
+49.7%
+55.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | -1.6% | +1.3% | -2.9% | -2.0% |
| 30D | -8.0% | -1.2% | -6.8% | -7.6% |
| 3M | +9.4% | +1.0% | +8.3% | +8.7% |
| 6M | +10.2% | -2.3% | +12.5% | +10.7% |
| YTD | +6.1% | +9.1% | -3.0% | +2.5% |
| 1Y | +10.8% | +10.6% | +0.2% | +6.3% |
| 3Y | +104.8% | +48.5% | +56.3% | +76.1% |
| All | +104.8% | +49.7% | +55.1% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling