+3,087.2%
MMM vs SU
+62,578.3%
-59,491.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.0% |
| 7D | -0.4% | +1.7% | -2.1% | -0.4% |
| 30D | +12.1% | -7.9% | +20.0% | +12.1% |
| 3M | +1.4% | +7.5% | -6.1% | +1.4% |
| 6M | +26.6% | +7.2% | +19.4% | +26.6% |
| YTD | +16.8% | +60.9% | -44.1% | +16.8% |
| 1Y | +10.1% | +63.6% | -53.6% | +10.0% |
| 3Y | +158.4% | +128.9% | +29.5% | +158.3% |
| 5Y | +43.1% | +228.3% | -185.2% | +43.0% |
| 10Y | +74.2% | +240.6% | -166.4% | +74.0% |
| All | +3,087.2% | +62,578.3% | -59,491.2% | +3,098.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling