+795.3%
MMM vs BRKR
+172.5%
+622.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | -2.1% | -8.7% | +6.5% | -1.0% |
| 30D | -9.8% | -9.9% | 0.0% | -8.8% |
| 3M | +4.9% | -3.1% | +8.0% | +4.6% |
| 6M | +7.3% | +45.5% | -38.2% | +1.0% |
| YTD | +4.5% | +13.7% | -9.2% | +1.1% |
| 1Y | +5.4% | +67.4% | -62.1% | -3.3% |
| 3Y | +98.6% | -13.2% | +111.8% | +94.1% |
| 5Y | +27.4% | -39.5% | +66.8% | +28.8% |
| 10Y | +55.3% | +153.5% | -98.2% | +32.1% |
| All | +795.3% | +172.5% | +622.8% | +535.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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