+54.7%
MMM vs SPXU
-99.5%
+154.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -1.5% |
| 7D | -2.6% | +1.3% | -3.8% | -2.2% |
| 30D | -9.3% | +5.1% | -14.4% | -7.9% |
| 3M | +5.6% | -9.1% | +14.7% | +3.3% |
| 6M | +9.5% | -29.6% | +39.0% | +0.2% |
| YTD | +4.1% | -27.7% | +31.8% | -3.5% |
| 1Y | +9.4% | -37.0% | +46.3% | -2.0% |
| 3Y | +101.0% | -80.2% | +181.1% | +41.1% |
| 5Y | +26.1% | -86.0% | +112.1% | -9.4% |
| 10Y | +54.7% | -99.5% | +154.3% | -45.7% |
| All | +54.7% | -99.5% | +154.3% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling