+184.5%
NOK vs MMM
+99.5%
+84.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.5% |
| 7D | +9.3% | -2.6% | +11.9% | +10.0% |
| 30D | +17.9% | -9.3% | +27.1% | +20.7% |
| 3M | -22.3% | +5.6% | -27.9% | -23.3% |
| 6M | +36.4% | +9.5% | +26.9% | +33.3% |
| YTD | +66.3% | +4.1% | +62.2% | +63.8% |
| 1Y | +134.4% | +9.4% | +125.0% | +127.8% |
| All | +184.5% | +99.5% | +84.9% | +132.7% |
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