+2,396.1%
MUU vs MMM
+27.5%
+2,368.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -2.7% |
| 7D | -8.2% | -2.1% | -6.1% | -5.8% |
| 30D | +10.2% | -9.8% | +20.0% | +24.4% |
| 3M | -26.5% | +4.9% | -31.4% | -31.6% |
| 6M | +227.2% | +7.3% | +219.9% | +193.1% |
| YTD | +527.4% | +4.5% | +522.9% | +460.8% |
| 1Y | +1,843.7% | +5.4% | +1,838.3% | +1,575.1% |
| All | +2,396.1% | +27.5% | +2,368.6% | +1,675.6% |
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