+48.4%
NU vs MMM
+34.2%
+14.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | 0.0% |
| 7D | +6.0% | -1.6% | +7.6% | +6.6% |
| 30D | +10.8% | -8.0% | +18.8% | +14.4% |
| 3M | +32.2% | +9.4% | +22.8% | +27.4% |
| 6M | +5.1% | +10.2% | -5.1% | +0.8% |
| YTD | -8.4% | +6.1% | -14.5% | -11.4% |
| 1Y | +0.7% | +10.8% | -10.1% | -4.4% |
| 3Y | +125.1% | +104.8% | +20.3% | +65.4% |
| All | +48.4% | +34.2% | +14.2% | +66.5% |
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