+25.7%
MMM vs BBY
-1.6%
+27.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | -3.2% | +0.7% | -3.9% | -3.4% |
| 30D | -10.7% | +5.8% | -16.5% | -12.2% |
| 3M | +4.3% | +18.0% | -13.7% | -0.6% |
| 6M | +5.9% | +39.8% | -33.9% | -4.4% |
| YTD | +3.2% | +35.4% | -32.2% | -6.2% |
| 1Y | +8.0% | +21.4% | -13.4% | +1.0% |
| 3Y | +99.1% | +39.5% | +59.6% | +72.0% |
| 5Y | +25.7% | -0.5% | +26.2% | +9.2% |
| All | +25.7% | -1.6% | +27.4% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling