+97.9%
MMM vs TRI
-19.2%
+117.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.7% |
| 7D | -2.6% | -8.4% | +5.8% | -2.1% |
| 30D | -9.3% | -6.5% | -2.8% | -9.0% |
| 3M | +5.6% | +18.6% | -13.0% | +4.1% |
| 6M | +9.5% | -10.4% | +19.9% | +10.4% |
| YTD | +4.1% | -23.7% | +27.8% | +9.4% |
| 1Y | +9.4% | -42.5% | +51.8% | +21.7% |
| All | +97.9% | -19.2% | +117.1% | +99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling