+51.2%
MMM vs TRI
+191.2%
-140.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.6% |
| 7D | -3.2% | -14.4% | +11.1% | +0.3% |
| 30D | -10.7% | -8.1% | -2.6% | -9.2% |
| 3M | +4.3% | +17.5% | -13.3% | -1.2% |
| 6M | +5.9% | -5.0% | +10.9% | +5.4% |
| YTD | +3.2% | -24.7% | +27.9% | +10.1% |
| 1Y | +8.0% | -41.5% | +49.5% | +26.1% |
| 3Y | +99.1% | -20.3% | +119.4% | +100.9% |
| 5Y | +25.7% | -10.9% | +36.7% | +19.2% |
| All | +51.2% | +191.2% | -140.1% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling