+25.7%
MMM vs KWEB
-45.1%
+70.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.8% |
| 7D | -3.2% | -4.3% | +1.1% | -2.7% |
| 30D | -10.7% | -13.0% | +2.3% | -9.2% |
| 3M | +4.3% | -7.6% | +11.9% | +5.2% |
| 6M | +5.9% | -21.1% | +27.0% | +8.8% |
| YTD | +3.2% | -28.2% | +31.4% | +7.1% |
| 1Y | +8.0% | -34.9% | +42.9% | +13.4% |
| 3Y | +99.1% | -0.8% | +99.8% | +98.1% |
| 5Y | +25.7% | -43.6% | +69.3% | +26.2% |
| All | +25.7% | -45.1% | +70.8% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 5y: compounded portfolio wealth divided by compounded KWEB 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…
5y analysis · Full analysis span regression · 6 months rolling