+517.9%
MMM vs TRI
+561.6%
-43.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.6% | +2.0% |
| 7D | -3.3% | -0.5% | -2.8% | -3.3% |
| 30D | -7.0% | +7.9% | -14.9% | -9.8% |
| 3M | +10.8% | +24.1% | -13.2% | +1.2% |
| 6M | +5.8% | +3.8% | +1.9% | +1.2% |
| YTD | +6.8% | -16.9% | +23.6% | +9.5% |
| 1Y | +10.4% | -38.4% | +48.8% | +26.9% |
| 3Y | +104.7% | -12.2% | +116.9% | +100.3% |
| 5Y | +23.6% | -1.8% | +25.3% | +14.2% |
| 10Y | +54.1% | +207.6% | -153.5% | -12.7% |
| All | +517.9% | +561.6% | -43.8% | +121.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling