+160.8%
MMM vs ROIV
+290.8%
-130.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.2% | +1.0% | -2.4% |
| 7D | +5.9% | -2.4% | +8.3% | +6.3% |
| 30D | +14.7% | +3.1% | +11.7% | +14.1% |
| 3M | +3.6% | +5.8% | -2.3% | +2.0% |
| 6M | +32.7% | +29.3% | +3.4% | +24.9% |
| YTD | +18.9% | +68.8% | -49.8% | +5.0% |
| 1Y | +16.4% | +81.0% | -64.6% | +0.8% |
| All | +160.8% | +290.8% | -130.1% | +82.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling