+158.4%
MMM vs NDAQ
+117.7%
+40.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -0.4% | +1.3% | -1.6% | -0.8% |
| 30D | +12.1% | +18.0% | -5.8% | +6.0% |
| 3M | +1.4% | +11.5% | -10.1% | -2.4% |
| 6M | +26.6% | +21.1% | +5.5% | +17.9% |
| YTD | +16.8% | +12.8% | +4.0% | +12.2% |
| 1Y | +10.1% | +25.7% | -15.6% | -0.4% |
| 3Y | +158.4% | +116.8% | +41.6% | +91.7% |
| All | +158.4% | +117.7% | +40.7% | +91.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling