+78.4%
MMM vs BIL
+26.1%
+52.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | +17.4% | +0.3% | +17.1% | +17.0% |
| 3M | +3.6% | +0.9% | +2.6% | +2.7% |
| 6M | +33.0% | +1.9% | +31.2% | +30.8% |
| YTD | +19.6% | +3.1% | +16.5% | +15.6% |
| 1Y | +14.0% | +3.7% | +10.4% | +9.4% |
| 3Y | +164.3% | +13.8% | +150.5% | +109.9% |
| 5Y | +49.3% | +20.2% | +29.1% | +17.6% |
| 10Y | +78.4% | +26.1% | +52.2% | +42.3% |
| All | +78.4% | +26.1% | +52.3% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling