+2,812.9%
MMM vs TGT
+6,379.3%
-3,566.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | -3.3% | +0.8% | -4.1% | -3.5% |
| 30D | -7.0% | +12.2% | -19.2% | -9.8% |
| 3M | +10.8% | +33.8% | -23.0% | +2.6% |
| 6M | +5.8% | +39.3% | -33.5% | -3.3% |
| YTD | +6.8% | +72.9% | -66.1% | -7.8% |
| 1Y | +10.4% | +84.6% | -74.2% | -6.3% |
| 3Y | +104.7% | +46.2% | +58.5% | +78.8% |
| 5Y | +23.6% | -21.3% | +44.9% | +23.0% |
| 10Y | +54.1% | +213.5% | -159.4% | +3.7% |
| All | +2,812.9% | +6,379.3% | -3,566.4% | +792.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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