+104.9%
MMM vs GEN
+58.9%
+45.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.8% |
| 7D | -3.3% | -1.2% | -2.1% | -3.0% |
| 30D | -7.0% | +10.1% | -17.2% | -9.8% |
| 3M | +10.8% | +16.1% | -5.3% | +5.5% |
| 6M | +5.8% | +38.9% | -33.1% | -5.8% |
| YTD | +6.8% | +14.4% | -7.7% | +2.4% |
| 1Y | +10.4% | +5.9% | +4.5% | +9.2% |
| All | +104.9% | +58.9% | +45.9% | +72.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling