+10.4%
MMM vs TE
+132.3%
-121.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.1% |
| 7D | -3.3% | -4.0% | +0.7% | -3.3% |
| 30D | -7.0% | -15.9% | +8.9% | -7.0% |
| 3M | +10.8% | -60.5% | +71.4% | +11.3% |
| 6M | +5.8% | -35.2% | +41.0% | +5.8% |
| YTD | +6.8% | -31.1% | +37.9% | +7.0% |
| 1Y | +10.4% | +148.6% | -138.3% | +16.6% |
| All | +10.4% | +132.3% | -121.9% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling