+19.3%
NU vs MMM
+51.3%
-32.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.2% | +2.1% |
| 7D | +2.8% | -2.6% | +5.4% | +3.8% |
| 30D | -23.0% | +17.4% | -40.4% | -27.7% |
| 3M | -9.7% | +3.6% | -13.3% | -11.2% |
| 6M | -8.7% | +33.0% | -41.8% | -18.8% |
| YTD | -26.4% | +19.6% | -46.0% | -32.2% |
| 1Y | -24.8% | +14.0% | -38.9% | -29.4% |
| 3Y | +44.6% | +164.3% | -119.7% | -5.9% |
| All | +19.3% | +51.3% | -32.0% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling