+157.1%
MMM vs GEN
+79.4%
+77.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.3% | -0.7% |
| 7D | +6.2% | +2.3% | +3.9% | +5.7% |
| 30D | +14.2% | +33.1% | -18.8% | +6.4% |
| 3M | +2.9% | +6.5% | -3.6% | +0.6% |
| 6M | +27.6% | +53.8% | -26.2% | +9.8% |
| YTD | +17.3% | +11.2% | +6.1% | +13.4% |
| 1Y | +15.1% | +19.4% | -4.3% | +8.1% |
| 3Y | +157.1% | +81.0% | +76.1% | +134.3% |
| All | +157.1% | +79.4% | +77.7% | +134.3% |
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