+214.4%
NXPI vs MMM
+79.4%
+135.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.2% |
| 7D | +1.7% | -2.6% | +4.3% | +3.4% |
| 30D | +19.7% | +17.4% | +2.3% | +8.6% |
| 3M | +14.5% | +3.6% | +10.9% | +11.8% |
| 6M | -11.2% | +33.0% | -44.3% | -25.5% |
| YTD | +25.8% | +19.6% | +6.2% | +11.6% |
| 1Y | +35.2% | +14.0% | +21.2% | +23.4% |
| 3Y | +52.3% | +164.3% | -112.1% | -19.5% |
| 5Y | +34.8% | +49.3% | -14.5% | +3.0% |
| 10Y | +214.4% | +78.4% | +136.0% | +114.6% |
| All | +214.4% | +79.4% | +135.0% | +114.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling