+79.6%
MMM vs WU
-35.7%
+115.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | 0.0% |
| 7D | +7.0% | +11.0% | -4.1% | +3.1% |
| 30D | +18.4% | +13.4% | +5.0% | +13.3% |
| 3M | +4.5% | +2.2% | +2.3% | +3.2% |
| 6M | +33.4% | -18.2% | +51.6% | +40.6% |
| YTD | +20.0% | -18.3% | +38.2% | +25.9% |
| 1Y | +15.0% | -12.2% | +27.2% | +17.3% |
| 3Y | +165.0% | -20.8% | +185.8% | +173.6% |
| 5Y | +47.9% | -42.6% | +90.5% | +70.2% |
| 10Y | +79.6% | -35.5% | +115.1% | +91.8% |
| All | +79.6% | -35.7% | +115.3% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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