+104.8%
MMM vs EOG
+21.8%
+82.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -1.6% | -2.0% | +0.4% | -1.3% |
| 30D | -8.0% | +7.9% | -15.9% | -9.3% |
| 3M | +9.4% | +4.5% | +4.9% | +8.1% |
| 6M | +10.2% | +12.3% | -2.1% | +6.4% |
| YTD | +6.1% | +41.9% | -35.8% | -4.8% |
| 1Y | +10.8% | +27.8% | -17.1% | +2.5% |
| 3Y | +104.8% | +21.8% | +83.0% | +84.9% |
| All | +104.8% | +21.8% | +82.9% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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