+504.3%
MUU vs MMM
+22.1%
+482.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +9.5% | -23.5% | -15.9% |
| 7D | -35.9% | +12.2% | -48.1% | -38.1% |
| 30D | -47.1% | +18.8% | -66.0% | -50.8% |
| 3M | -29.8% | +7.4% | -37.2% | -30.6% |
| 6M | +16.0% | +38.3% | -22.3% | -0.8% |
| YTD | +286.1% | +22.9% | +263.2% | +238.6% |
| 1Y | +504.3% | +23.0% | +481.3% | +374.9% |
| All | +504.3% | +22.1% | +482.3% | +374.9% |
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