+104.9%
MMM vs AMT
+8.2%
+96.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.3% |
| 7D | -3.3% | -0.2% | -3.1% | -3.3% |
| 30D | -7.0% | +4.6% | -11.6% | -7.7% |
| 3M | +10.8% | -8.4% | +19.3% | +12.4% |
| 6M | +5.8% | -6.0% | +11.8% | +6.6% |
| YTD | +6.8% | +2.1% | +4.6% | +6.1% |
| 1Y | +10.4% | -6.4% | +16.8% | +11.1% |
| All | +104.9% | +8.2% | +96.7% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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