+79.6%
MMM vs GEN
+151.0%
-71.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | +7.0% | +1.0% | +5.9% | +6.8% |
| 30D | +18.4% | +29.1% | -10.7% | +12.2% |
| 3M | +4.5% | +2.9% | +1.6% | +3.1% |
| 6M | +33.4% | +33.6% | -0.2% | +23.8% |
| YTD | +20.0% | +12.0% | +7.9% | +15.2% |
| 1Y | +15.0% | +16.2% | -1.1% | +9.5% |
| 3Y | +165.0% | +65.1% | +99.9% | +134.6% |
| 5Y | +47.9% | +33.3% | +14.6% | +33.9% |
| 10Y | +79.6% | +149.7% | -70.0% | +43.7% |
| All | +79.6% | +151.0% | -71.3% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling