+165.0%
MMM vs BND
+13.8%
+151.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.0% |
| 7D | +7.0% | -0.1% | +7.1% | +7.1% |
| 30D | +18.4% | +1.3% | +17.1% | +17.0% |
| 3M | +4.5% | -0.7% | +5.2% | +5.2% |
| 6M | +33.4% | -1.6% | +35.0% | +35.4% |
| YTD | +20.0% | -1.0% | +21.0% | +21.3% |
| 1Y | +15.0% | -0.7% | +15.7% | +16.1% |
| 3Y | +165.0% | +14.1% | +150.9% | +155.0% |
| All | +165.0% | +13.8% | +151.2% | +155.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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