+157.1%
MMM vs DOW
-24.9%
+182.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.1% |
| 7D | +6.2% | -9.5% | +15.7% | +8.1% |
| 30D | +14.2% | +13.1% | +1.1% | +11.3% |
| 3M | +2.9% | +4.8% | -1.9% | +1.5% |
| 6M | +27.6% | -16.7% | +44.2% | +31.9% |
| YTD | +17.3% | +38.9% | -21.6% | +1.5% |
| 1Y | +15.1% | +48.3% | -33.2% | -2.8% |
| 3Y | +157.1% | -24.4% | +181.5% | +162.1% |
| All | +157.1% | -24.9% | +182.1% | +162.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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