+53.1%
MMM vs BLK
+283.5%
-230.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.5% |
| 7D | -2.1% | -3.3% | +1.2% | -0.5% |
| 30D | -9.8% | -6.5% | -3.3% | -6.8% |
| 3M | +4.9% | +6.7% | -1.8% | +1.0% |
| 6M | +7.3% | +14.7% | -7.4% | -0.7% |
| YTD | +4.5% | +2.5% | +2.0% | +1.9% |
| 1Y | +5.4% | -2.8% | +8.1% | +5.3% |
| 3Y | +98.6% | +65.9% | +32.7% | +50.3% |
| 5Y | +27.4% | +33.0% | -5.6% | +5.2% |
| All | +53.1% | +283.5% | -230.4% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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