+822.5%
NOW vs MMM
+54.8%
+767.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -2.4% | -3.3% | +0.9% | -1.3% |
| 30D | +20.5% | -7.0% | +27.5% | +23.4% |
| 3M | +18.3% | +10.8% | +7.5% | +13.8% |
| 6M | +24.1% | +5.8% | +18.3% | +20.7% |
| YTD | -7.8% | +6.8% | -14.6% | -11.1% |
| 1Y | -21.4% | +10.4% | -31.8% | -25.2% |
| 3Y | +19.5% | +104.7% | -85.2% | -12.1% |
| 5Y | +4.1% | +23.6% | -19.5% | -6.9% |
| All | +822.5% | +54.8% | +767.8% | +631.8% |
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