-17.1%
NOW vs MMM
+164.6%
-181.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.5% |
| 7D | -3.1% | +5.8% | -8.8% | -3.9% |
| 30D | -27.0% | +17.9% | -45.0% | -29.0% |
| 3M | -17.7% | +3.6% | -21.3% | -18.2% |
| 6M | +12.7% | +32.9% | -20.2% | +6.7% |
| YTD | -32.9% | +19.5% | -52.4% | -35.4% |
| 1Y | -40.4% | +16.5% | -56.9% | -42.2% |
| 3Y | -17.1% | +167.2% | -184.2% | -20.0% |
| All | -17.1% | +164.6% | -181.7% | -20.0% |
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