+499.2%
NOW vs MMM
+82.0%
+417.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | +0.1% |
| 7D | -3.0% | +6.2% | -9.2% | -5.0% |
| 30D | -26.0% | +14.2% | -40.2% | -29.5% |
| 3M | -13.1% | +2.9% | -16.0% | -14.4% |
| 6M | +14.5% | +27.6% | -13.0% | +4.4% |
| YTD | -33.4% | +17.3% | -50.7% | -38.1% |
| 1Y | -40.6% | +15.1% | -55.7% | -44.4% |
| 3Y | -16.3% | +157.1% | -173.4% | -43.7% |
| 5Y | -26.3% | +45.1% | -71.4% | -38.0% |
| All | +499.2% | +82.0% | +417.2% | +383.4% |
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