+2,794.9%
MMM vs BBY
+74,802.5%
-72,007.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -1.6% | +8.1% | -9.7% | -2.6% |
| 30D | -8.0% | +8.9% | -16.9% | -9.1% |
| 3M | +9.4% | +22.0% | -12.7% | +6.5% |
| 6M | +10.2% | +37.8% | -27.6% | +5.3% |
| YTD | +6.1% | +37.3% | -31.2% | +1.3% |
| 1Y | +10.8% | +21.6% | -10.8% | +7.3% |
| 3Y | +104.8% | +41.5% | +63.3% | +92.7% |
| 5Y | +27.0% | +1.2% | +25.8% | +23.1% |
| 10Y | +53.8% | +237.8% | -184.0% | +28.5% |
| All | +2,794.9% | +74,802.5% | -72,007.6% | +1,538.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling