+96.0%
MMM vs EQT
+34.2%
+61.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -3.2% | -1.2% | -2.1% | -3.1% |
| 30D | -10.7% | +1.1% | -11.8% | -10.8% |
| 3M | +4.3% | +4.8% | -0.5% | +3.6% |
| 6M | +5.9% | -10.6% | +16.5% | +7.2% |
| YTD | +3.2% | +3.4% | -0.3% | +2.2% |
| 1Y | +8.0% | +8.7% | -0.7% | +5.9% |
| All | +96.0% | +34.2% | +61.9% | +86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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