+23.0%
MMM vs BBY
+33.0%
-10.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +8.0% | +1.6% | +8.0% |
| 7D | +12.2% | +4.5% | +7.7% | +11.2% |
| 30D | +18.8% | +16.0% | +2.9% | +16.0% |
| 3M | +7.4% | +18.6% | -11.3% | +4.3% |
| 6M | +38.3% | +80.1% | -41.7% | +26.2% |
| YTD | +22.9% | +57.4% | -34.6% | +16.2% |
| 1Y | +23.0% | +34.5% | -11.5% | +20.9% |
| All | +23.0% | +33.0% | -10.0% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling