+9.6%
MMM vs Q
+29.7%
-20.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -1.1% |
| 7D | -0.8% | +1.2% | -2.0% | -0.9% |
| 30D | +11.7% | -2.7% | +14.4% | +11.9% |
| 3M | +1.0% | -16.9% | +17.9% | +2.4% |
| 6M | +26.0% | -26.9% | +52.9% | +28.9% |
| YTD | +16.3% | +45.2% | -28.9% | +10.5% |
| 1Y | +9.6% | +38.1% | -28.5% | +4.5% |
| All | +9.6% | +29.7% | -20.1% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling