+15.0%
MMM vs WU
-14.8%
+29.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.2% |
| 7D | +7.0% | +11.0% | -4.1% | +5.2% |
| 30D | +18.4% | +13.4% | +5.0% | +16.1% |
| 3M | +4.5% | +2.2% | +2.3% | +3.5% |
| 6M | +33.4% | -18.2% | +51.6% | +36.6% |
| YTD | +20.0% | -18.3% | +38.2% | +22.4% |
| 1Y | +15.0% | -12.2% | +27.2% | +14.9% |
| All | +15.0% | -14.8% | +29.8% | +14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling