+10.1%
MMM vs ROIV
+87.6%
-77.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | -0.4% | +1.7% | -2.1% | -0.6% |
| 30D | +12.1% | +17.6% | -5.4% | +10.4% |
| 3M | +1.4% | +9.0% | -7.5% | +0.3% |
| 6M | +26.6% | +35.3% | -8.7% | +21.3% |
| YTD | +16.8% | +82.2% | -65.3% | +6.5% |
| 1Y | +10.1% | +92.3% | -82.2% | -0.6% |
| All | +10.1% | +87.6% | -77.5% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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