+3,159.7%
MMM vs BEN
+5,130.7%
-1,971.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.3% | -4.5% | -0.1% |
| 7D | +5.8% | +12.2% | -6.4% | +1.9% |
| 30D | +17.9% | +12.1% | +5.8% | +13.7% |
| 3M | +3.6% | +7.3% | -3.7% | +1.2% |
| 6M | +32.9% | +17.9% | +15.0% | +25.7% |
| YTD | +19.5% | +55.4% | -36.0% | +3.1% |
| 1Y | +16.5% | +69.3% | -52.8% | -2.2% |
| 3Y | +167.2% | +82.8% | +84.3% | +114.8% |
| 5Y | +48.2% | +28.8% | +19.4% | +31.3% |
| 10Y | +83.0% | +53.9% | +29.1% | +45.8% |
| All | +3,159.7% | +5,130.7% | -1,971.0% | +982.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling