+27.6%
MMM vs DOW
-15.7%
+43.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.7% |
| 7D | +6.2% | -9.5% | +15.7% | +4.6% |
| 30D | +14.2% | +13.1% | +1.1% | +15.6% |
| 3M | +2.9% | +4.8% | -1.9% | +3.0% |
| 6M | +27.6% | -16.7% | +44.2% | +25.1% |
| All | +27.6% | -15.7% | +43.3% | +25.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling