+3,118.4%
MMM vs TGT
+6,284.4%
-3,166.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.1% |
| 7D | -0.8% | +2.6% | -3.4% | -1.5% |
| 30D | +14.4% | +6.6% | +7.8% | +12.6% |
| 3M | +1.8% | +5.2% | -3.4% | +0.3% |
| 6M | +31.3% | +35.3% | -4.0% | +21.0% |
| YTD | +18.0% | +70.3% | -52.4% | +2.2% |
| 1Y | +10.9% | +81.2% | -70.3% | -5.5% |
| 3Y | +160.6% | +66.9% | +93.7% | +120.2% |
| 5Y | +44.5% | -27.2% | +71.7% | +46.6% |
| 10Y | +75.9% | +206.6% | -130.7% | +19.0% |
| All | +3,118.4% | +6,284.4% | -3,166.0% | +888.7% |
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