+226.4%
MU vs MMM
+12.5%
+213.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.4% |
| 7D | +21.6% | -0.8% | +22.5% | +21.8% |
| 30D | -16.2% | +14.4% | -30.6% | -18.0% |
| 3M | -12.4% | +1.8% | -14.2% | -11.5% |
| 6M | +4.2% | +31.3% | -27.1% | -1.3% |
| YTD | +180.0% | +18.0% | +162.0% | +167.2% |
| 1Y | +226.4% | +10.9% | +215.5% | +220.5% |
| All | +226.4% | +12.5% | +213.9% | +220.5% |
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