+189.8%
MU vs MMM
+16.4%
+173.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.9% | +4.4% | +6.0% |
| 7D | -12.0% | +5.8% | -17.8% | -12.1% |
| 30D | -28.7% | +17.9% | -46.7% | -30.7% |
| 3M | -16.4% | +3.6% | -20.0% | -15.9% |
| 6M | -1.8% | +32.9% | -34.7% | -6.9% |
| YTD | +157.1% | +19.5% | +137.6% | +145.5% |
| All | +189.8% | +16.4% | +173.3% | +181.7% |
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