+502.7%
NOW vs MMM
+79.9%
+422.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | -8.7% | +7.0% | -15.7% | -10.8% |
| 30D | -29.3% | +18.4% | -47.7% | -33.4% |
| 3M | -21.8% | +4.5% | -26.3% | -23.4% |
| 6M | +9.2% | +33.4% | -24.2% | -1.9% |
| YTD | -35.0% | +20.0% | -54.9% | -40.0% |
| 1Y | -42.5% | +15.0% | -57.5% | -46.1% |
| 3Y | -21.5% | +165.0% | -186.5% | -47.9% |
| 5Y | -25.8% | +47.9% | -73.7% | -38.0% |
| All | +502.7% | +79.9% | +422.9% | +353.7% |
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 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