+1,272.2%
MUU vs MMM
+41.9%
+1,230.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.4% | -3.9% | -3.8% |
| 7D | +24.7% | -0.8% | +25.5% | +26.0% |
| 30D | -35.1% | +11.7% | -46.8% | -43.8% |
| 3M | -44.3% | +1.0% | -45.3% | -45.9% |
| 6M | -44.4% | +26.0% | -70.5% | -59.9% |
| YTD | +244.9% | +16.3% | +228.6% | +167.1% |
| 1Y | +365.6% | +9.6% | +356.0% | +296.4% |
| All | +1,272.2% | +41.9% | +1,230.3% | +745.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling