+2,812.9%
MMM vs GEN
+8,838.9%
-6,026.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.4% |
| 7D | -3.3% | -1.2% | -2.1% | -3.2% |
| 30D | -7.0% | +10.1% | -17.2% | -8.1% |
| 3M | +10.8% | +16.1% | -5.3% | +8.8% |
| 6M | +5.8% | +38.9% | -33.1% | +1.5% |
| YTD | +6.8% | +14.4% | -7.7% | +4.6% |
| 1Y | +10.4% | +5.9% | +4.5% | +9.1% |
| 3Y | +104.7% | +58.8% | +45.9% | +93.1% |
| 5Y | +23.6% | +24.7% | -1.1% | +18.7% |
| 10Y | +54.1% | +163.1% | -109.0% | +34.2% |
| All | +2,812.9% | +8,838.9% | -6,026.0% | +1,413.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling