+18.3%
NOW vs MMM
+105.0%
-86.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -2.4% | -3.3% | +0.9% | -1.8% |
| 30D | +20.5% | -7.0% | +27.5% | +22.1% |
| 3M | +18.3% | +10.8% | +7.5% | +15.8% |
| 6M | +24.1% | +5.8% | +18.3% | +22.3% |
| YTD | -7.8% | +6.8% | -14.6% | -9.6% |
| 1Y | -21.4% | +10.4% | -31.8% | -23.6% |
| All | +18.3% | +105.0% | -86.7% | +3.6% |
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