+54.4%
MMM vs PAAS
+206.7%
-152.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.3% |
| 7D | -3.3% | -2.9% | -0.4% | -3.1% |
| 30D | -7.0% | +6.8% | -13.8% | -7.6% |
| 3M | +10.8% | -2.9% | +13.7% | +10.7% |
| 6M | +5.8% | -16.4% | +22.2% | +6.6% |
| YTD | +6.8% | 0.0% | +6.7% | +5.9% |
| 1Y | +10.4% | +54.3% | -43.9% | +5.7% |
| 3Y | +104.7% | +230.7% | -126.0% | +82.3% |
| 5Y | +23.6% | +111.6% | -88.1% | +11.3% |
| All | +54.4% | +206.7% | -152.2% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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