+53.8%
MMM vs GEN
+150.2%
-96.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | 0.0% |
| 7D | -1.6% | -0.7% | -0.9% | -1.5% |
| 30D | -8.0% | +2.6% | -10.7% | -8.6% |
| 3M | +9.4% | +15.8% | -6.4% | +5.6% |
| 6M | +10.2% | +33.1% | -22.9% | +2.5% |
| YTD | +6.1% | +11.3% | -5.2% | +2.6% |
| 1Y | +10.8% | +1.7% | +9.1% | +9.3% |
| 3Y | +104.8% | +58.1% | +46.6% | +83.6% |
| 5Y | +27.0% | +20.6% | +6.4% | +17.5% |
| 10Y | +53.8% | +149.0% | -95.2% | +19.9% |
| All | +53.8% | +150.2% | -96.4% | +19.9% |
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