+889.6%
MMM vs PWR
+8,583.6%
-7,694.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | -3.3% | +3.6% | -6.9% | -3.9% |
| 30D | -7.0% | -8.6% | +1.6% | -5.8% |
| 3M | +10.8% | -13.2% | +24.0% | +12.6% |
| 6M | +5.8% | +9.9% | -4.1% | +3.1% |
| YTD | +6.8% | +48.0% | -41.3% | -1.0% |
| 1Y | +10.4% | +66.2% | -55.8% | +0.1% |
| 3Y | +104.7% | +195.1% | -90.4% | +67.1% |
| 5Y | +23.6% | +442.6% | -419.0% | -9.3% |
| 10Y | +54.1% | +2,334.2% | -2,280.1% | -10.5% |
| All | +889.6% | +8,583.6% | -7,694.0% | +349.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 all: compounded portfolio wealth divided by compounded PWR 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…
all analysis · Full analysis span regression · 6 months rolling