+167.2%
MMM vs ROIV
+351.4%
-184.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.1% |
| 7D | +5.8% | +13.3% | -7.6% | +3.5% |
| 30D | +17.9% | +14.8% | +3.2% | +15.1% |
| 3M | +3.6% | +11.9% | -8.3% | +1.0% |
| 6M | +32.9% | +42.4% | -9.5% | +22.9% |
| YTD | +19.5% | +87.4% | -67.9% | +3.5% |
| 1Y | +16.5% | +97.2% | -80.7% | -0.5% |
| 3Y | +167.2% | +375.7% | -208.5% | +83.3% |
| All | +167.2% | +351.4% | -184.2% | +83.3% |
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