+157.1%
MMM vs BN
+90.6%
+66.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | +6.2% | +5.3% | +0.9% | +3.8% |
| 30D | +14.2% | +11.9% | +2.3% | +8.6% |
| 3M | +2.9% | -5.7% | +8.6% | +5.6% |
| 6M | +27.6% | -10.6% | +38.2% | +33.6% |
| YTD | +17.3% | -9.4% | +26.6% | +21.2% |
| 1Y | +15.1% | -8.8% | +23.9% | +18.3% |
| 3Y | +157.1% | +95.6% | +61.5% | +94.5% |
| All | +157.1% | +90.6% | +66.5% | +94.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling