+504.6%
NOW vs MMM
+88.0%
+416.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.2% |
| 7D | -3.1% | +5.8% | -8.8% | -4.9% |
| 30D | -27.0% | +17.9% | -45.0% | -31.2% |
| 3M | -17.7% | +3.6% | -21.3% | -19.1% |
| 6M | +12.7% | +32.9% | -20.2% | +1.4% |
| YTD | -32.9% | +19.5% | -52.4% | -38.0% |
| 1Y | -40.4% | +16.5% | -56.9% | -44.4% |
| 3Y | -17.1% | +167.2% | -184.2% | -45.0% |
| 5Y | -25.7% | +48.2% | -73.9% | -37.9% |
| 10Y | +504.6% | +83.0% | +421.6% | +383.8% |
| All | +504.6% | +88.0% | +416.6% | +383.8% |
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