+4,609.2%
MU vs MMM
+79.4%
+4,529.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.1% | +12.0% |
| 7D | +2.0% | -2.6% | +4.6% | +4.0% |
| 30D | -18.0% | +17.4% | -35.4% | -26.4% |
| 3M | -6.6% | +3.6% | -10.2% | -9.6% |
| 6M | +2.0% | +33.0% | -31.0% | -16.1% |
| YTD | +184.5% | +19.6% | +164.8% | +147.1% |
| 1Y | +236.9% | +14.0% | +222.8% | +201.7% |
| 3Y | +987.0% | +164.3% | +822.6% | +436.9% |
| 5Y | +1,014.6% | +49.3% | +965.3% | +728.9% |
| 10Y | +4,609.2% | +78.4% | +4,530.9% | +2,918.4% |
| All | +4,609.2% | +79.4% | +4,529.8% | +2,918.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling