+158.4%
MMM vs SU
+132.3%
+26.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.1% |
| 7D | -0.4% | +1.7% | -2.1% | -0.6% |
| 30D | +12.1% | -7.9% | +20.0% | +12.9% |
| 3M | +1.4% | +7.5% | -6.1% | -0.1% |
| 6M | +26.6% | +7.2% | +19.4% | +24.7% |
| YTD | +16.8% | +60.9% | -44.1% | +3.1% |
| 1Y | +10.1% | +63.6% | -53.6% | -3.4% |
| 3Y | +158.4% | +128.9% | +29.5% | +106.6% |
| All | +158.4% | +132.3% | +26.1% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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