+4,271.9%
MU vs MMM
+88.0%
+4,183.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.9% | +4.4% | +5.1% |
| 7D | -12.0% | +5.8% | -17.8% | -15.4% |
| 30D | -28.7% | +17.9% | -46.7% | -36.3% |
| 3M | -16.4% | +3.6% | -20.0% | -19.2% |
| 6M | -1.8% | +32.9% | -34.7% | -19.2% |
| YTD | +157.1% | +19.5% | +137.6% | +123.6% |
| 1Y | +208.5% | +16.5% | +192.0% | +172.5% |
| 3Y | +906.2% | +167.2% | +739.0% | +393.8% |
| 5Y | +893.4% | +48.2% | +845.2% | +642.9% |
| 10Y | +4,271.9% | +83.0% | +4,188.8% | +2,720.3% |
| All | +4,271.9% | +88.0% | +4,183.8% | +2,720.3% |
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