+947.4%
MMM vs IBN
+1,779.7%
-832.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.9% | +0.2% |
| 7D | +7.0% | +15.8% | -8.8% | +4.3% |
| 30D | +18.4% | +25.1% | -6.7% | +14.0% |
| 3M | +4.5% | +16.0% | -11.5% | +1.8% |
| 6M | +33.4% | +32.8% | +0.6% | +27.1% |
| YTD | +20.0% | +18.0% | +1.9% | +16.5% |
| 1Y | +15.0% | +15.9% | -0.9% | +12.1% |
| 3Y | +165.0% | +57.6% | +107.3% | +144.6% |
| 5Y | +47.9% | +74.7% | -26.8% | +33.7% |
| 10Y | +79.6% | +373.9% | -294.3% | +33.7% |
| All | +947.4% | +1,779.7% | -832.3% | +470.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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