+10.4%
MMM vs BN
-6.5%
+16.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -3.3% | -2.5% | -0.8% | -2.5% |
| 30D | -7.0% | -9.5% | +2.5% | -3.9% |
| 3M | +10.8% | -10.4% | +21.2% | +14.8% |
| 6M | +5.8% | -6.4% | +12.1% | +6.7% |
| YTD | +6.8% | -11.9% | +18.6% | +10.0% |
| 1Y | +10.4% | -8.6% | +19.0% | +11.5% |
| All | +10.4% | -6.5% | +16.9% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling