+2,538.2%
MUU vs MMM
+29.4%
+2,508.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.2% |
| 7D | +13.9% | -1.6% | +15.5% | +16.2% |
| 30D | +24.8% | -8.0% | +32.8% | +37.6% |
| 3M | -15.7% | +9.4% | -25.1% | -25.4% |
| 6M | +338.9% | +10.2% | +328.6% | +279.9% |
| YTD | +563.2% | +6.1% | +557.0% | +482.1% |
| 1Y | +2,577.5% | +10.8% | +2,566.7% | +2,036.4% |
| All | +2,538.2% | +29.4% | +2,508.8% | +1,743.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling