+97.9%
MMM vs BLK
+64.8%
+33.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.3% | -0.7% |
| 7D | -2.6% | -2.7% | +0.1% | -1.2% |
| 30D | -9.3% | -4.8% | -4.5% | -7.0% |
| 3M | +5.6% | +6.5% | -0.9% | +1.5% |
| 6M | +9.5% | +13.1% | -3.7% | +1.3% |
| YTD | +4.1% | +1.8% | +2.3% | +1.8% |
| 1Y | +9.4% | -1.0% | +10.3% | +8.1% |
| All | +97.9% | +64.8% | +33.1% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling