+54.7%
MMM vs NDAQ
+374.8%
-320.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.5% |
| 7D | -2.6% | -1.6% | -1.0% | -2.0% |
| 30D | -9.3% | -1.5% | -7.8% | -8.8% |
| 3M | +5.6% | +8.0% | -2.5% | +1.5% |
| 6M | +9.5% | +7.7% | +1.7% | +5.0% |
| YTD | +4.1% | -2.3% | +6.5% | +3.8% |
| 1Y | +9.4% | +0.6% | +8.8% | +7.3% |
| 3Y | +101.0% | +90.9% | +10.0% | +46.5% |
| 5Y | +26.1% | +52.5% | -26.3% | -0.1% |
| 10Y | +54.7% | +380.3% | -325.5% | -28.3% |
| All | +54.7% | +374.8% | -320.0% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling