+423.4%
NFLX vs MMM
+88.0%
+335.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.3% |
| 7D | +2.6% | +5.8% | -3.2% | +0.7% |
| 30D | -9.0% | +17.9% | -27.0% | -13.8% |
| 3M | -13.7% | +3.6% | -17.3% | -15.0% |
| 6M | -26.9% | +32.9% | -59.8% | -33.8% |
| YTD | -31.8% | +19.5% | -51.3% | -36.4% |
| 1Y | -42.1% | +16.5% | -58.6% | -45.6% |
| 3Y | +47.0% | +167.2% | -120.2% | -2.0% |
| 5Y | -2.5% | +48.2% | -50.7% | -17.9% |
| 10Y | +423.4% | +83.0% | +340.3% | +379.4% |
| All | +423.4% | +88.0% | +335.3% | +379.4% |
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 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