+719.8%
MU vs MMM
+12.8%
+707.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +5.9% | +6.1% |
| 7D | +9.0% | -3.3% | +12.3% | +10.0% |
| 30D | +13.8% | -7.0% | +20.8% | +16.2% |
| 3M | +2.1% | +10.8% | -8.7% | -0.9% |
| 6M | +153.8% | +5.8% | +148.0% | +148.5% |
| YTD | +256.4% | +6.8% | +249.6% | +248.0% |
| 1Y | +719.8% | +10.4% | +709.4% | +690.9% |
| All | +719.8% | +12.8% | +707.0% | +690.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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