-3.0%
NU vs MMM
+8.6%
-11.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.6% |
| 7D | -2.6% | -2.6% | 0.0% | -1.9% |
| 30D | +8.2% | -9.3% | +17.5% | +11.3% |
| 3M | +26.3% | +5.6% | +20.7% | +24.4% |
| 6M | +2.2% | +9.5% | -7.2% | -0.8% |
| YTD | -10.4% | +4.1% | -14.5% | -13.0% |
| 1Y | -3.0% | +9.4% | -12.4% | -6.1% |
| All | -3.0% | +8.6% | -11.6% | -6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling