+51.2%
MMM vs JBL
+1,478.7%
-1,427.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.8% | -0.2% |
| 7D | -3.2% | -1.0% | -2.2% | -3.0% |
| 30D | -10.7% | -15.1% | +4.4% | -6.8% |
| 3M | +4.3% | -14.0% | +18.3% | +7.7% |
| 6M | +5.9% | +20.6% | -14.7% | -1.7% |
| YTD | +3.2% | +32.9% | -29.7% | -7.4% |
| 1Y | +8.0% | +40.5% | -32.5% | -5.4% |
| 3Y | +99.1% | +183.7% | -84.7% | +33.5% |
| 5Y | +25.7% | +388.3% | -362.6% | -31.4% |
| All | +51.2% | +1,478.7% | -1,427.5% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded JBL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling