+23.0%
MMM vs BEN
+56.2%
-33.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +4.7% | +4.9% | +7.8% |
| 7D | +12.2% | +6.7% | +5.5% | +9.8% |
| 30D | +18.8% | +3.0% | +15.8% | +17.5% |
| 3M | +7.4% | -4.3% | +11.7% | +8.6% |
| 6M | +38.3% | +16.4% | +22.0% | +30.6% |
| YTD | +22.9% | +46.8% | -23.9% | +6.6% |
| 1Y | +23.0% | +57.3% | -34.3% | +4.7% |
| All | +23.0% | +56.2% | -33.2% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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