+14.6%
MMM vs TMF
-22.6%
+37.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +5.8% | +0.6% | +5.2% | +5.5% |
| 30D | +17.9% | +16.3% | +1.6% | +13.2% |
| 3M | +3.6% | -2.7% | +6.3% | +4.0% |
| 6M | +32.9% | -13.2% | +46.1% | +37.4% |
| YTD | +19.5% | -16.7% | +36.2% | +24.6% |
| All | +14.6% | -22.6% | +37.2% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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