+2,620.0%
MUU vs MMM
+30.2%
+2,589.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.4% |
| 7D | +17.4% | -3.3% | +20.7% | +22.3% |
| 30D | +24.0% | -7.0% | +31.0% | +34.8% |
| 3M | -23.9% | +10.8% | -34.7% | -34.0% |
| 6M | +284.4% | +5.8% | +278.7% | +253.3% |
| YTD | +583.7% | +6.8% | +576.9% | +495.5% |
| 1Y | +2,981.5% | +10.4% | +2,971.1% | +2,382.3% |
| All | +2,620.0% | +30.2% | +2,589.8% | +1,785.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling