+157.1%
MMM vs O
+37.3%
+119.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +6.2% | +3.7% | +2.5% | +4.9% |
| 30D | +14.2% | +11.2% | +3.0% | +10.2% |
| 3M | +2.9% | -4.0% | +6.9% | +4.2% |
| 6M | +27.6% | -5.2% | +32.8% | +29.6% |
| YTD | +17.3% | +9.5% | +7.8% | +13.4% |
| 1Y | +15.1% | +10.6% | +4.5% | +10.8% |
| 3Y | +157.1% | +38.1% | +119.0% | +122.4% |
| All | +157.1% | +37.3% | +119.8% | +122.4% |
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