+79.6%
MMM vs NDAQ
+476.9%
-397.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +6.2% | +0.8% | +5.4% | +5.9% |
| 30D | +14.2% | +16.5% | -2.3% | +7.0% |
| 3M | +2.9% | +13.5% | -10.6% | -2.7% |
| 6M | +27.6% | +20.9% | +6.6% | +16.7% |
| YTD | +17.3% | +11.4% | +5.9% | +10.4% |
| 1Y | +15.1% | +25.9% | -10.8% | +2.2% |
| 3Y | +157.1% | +119.9% | +37.3% | +76.6% |
| 5Y | +45.1% | +61.7% | -16.6% | +12.5% |
| All | +79.6% | +476.9% | -397.2% | -22.8% |
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