+2,794.9%
MMM vs SU
+60,758.6%
-57,963.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.6% |
| 7D | -1.6% | -1.0% | -0.6% | -1.6% |
| 30D | -8.0% | +13.7% | -21.7% | -8.0% |
| 3M | +9.4% | +8.0% | +1.3% | +9.4% |
| 6M | +10.2% | +21.0% | -10.8% | +10.2% |
| YTD | +6.1% | +56.2% | -50.1% | +6.1% |
| 1Y | +10.8% | +72.2% | -61.4% | +10.7% |
| 3Y | +104.8% | +118.1% | -13.3% | +104.7% |
| 5Y | +27.0% | +350.3% | -323.3% | +26.9% |
| 10Y | +53.8% | +248.5% | -194.7% | +53.6% |
| All | +2,794.9% | +60,758.6% | -57,963.7% | +2,805.4% |
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