+29.4%
MMM vs BEN
+39.3%
-9.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -1.2% |
| 7D | -3.3% | +0.2% | -3.5% | -3.4% |
| 30D | -7.0% | -0.5% | -6.5% | -6.9% |
| 3M | +10.8% | +9.7% | +1.1% | +6.5% |
| 6M | +5.8% | +33.9% | -28.1% | -6.5% |
| YTD | +6.8% | +49.0% | -42.2% | -9.7% |
| 1Y | +10.4% | +42.1% | -31.7% | -5.2% |
| 3Y | +104.7% | +51.9% | +52.8% | +66.7% |
| All | +29.4% | +39.3% | -9.9% | +4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling