+295.2%
MUU vs MMM
+15.0%
+280.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.7% |
| 7D | -32.5% | +7.0% | -39.4% | -32.8% |
| 30D | -55.2% | +18.4% | -73.6% | -57.7% |
| 3M | -40.7% | +4.5% | -45.2% | -40.2% |
| 6M | -43.9% | +33.4% | -77.4% | -49.8% |
| YTD | +203.2% | +20.0% | +183.2% | +177.6% |
| All | +295.2% | +15.0% | +280.2% | +282.8% |
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