+158.4%
MMM vs O
+39.0%
+119.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.7% |
| 7D | -0.4% | -0.4% | 0.0% | -0.2% |
| 30D | +12.1% | +7.1% | +5.0% | +9.6% |
| 3M | +1.4% | -5.2% | +6.7% | +3.2% |
| 6M | +26.6% | -1.8% | +28.3% | +27.0% |
| YTD | +16.8% | +9.1% | +7.8% | +13.1% |
| 1Y | +10.1% | +9.7% | +0.4% | +6.3% |
| 3Y | +158.4% | +39.1% | +119.3% | +123.0% |
| All | +158.4% | +39.0% | +119.4% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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