+2,741.0%
MMM vs BNY
+8,059.7%
-5,318.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | -2.6% | +0.3% | -2.9% | -2.7% |
| 30D | -9.3% | +1.9% | -11.2% | -9.8% |
| 3M | +5.6% | +13.9% | -8.3% | +1.4% |
| 6M | +9.5% | +42.3% | -32.9% | -1.7% |
| YTD | +4.1% | +41.7% | -37.6% | -6.5% |
| 1Y | +9.4% | +57.8% | -48.4% | -5.0% |
| 3Y | +101.0% | +290.4% | -189.4% | +33.6% |
| 5Y | +26.1% | +252.0% | -225.9% | -14.5% |
| 10Y | +54.7% | +412.4% | -357.6% | -7.8% |
| All | +2,741.0% | +8,059.7% | -5,318.7% | +766.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 all: compounded portfolio wealth divided by compounded BNY 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…
all analysis · Full analysis span regression · 6 months rolling