+207.1%
RSP vs MMM
+54.8%
+152.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.8% | -3.3% | +2.5% | +0.7% |
| 30D | -0.3% | -7.0% | +6.7% | +2.8% |
| 3M | +4.3% | +10.8% | -6.5% | -0.6% |
| 6M | +8.8% | +5.8% | +3.1% | +5.5% |
| YTD | +15.3% | +6.8% | +8.5% | +10.8% |
| 1Y | +18.3% | +10.4% | +7.9% | +11.6% |
| 3Y | +52.8% | +104.7% | -51.9% | +3.3% |
| 5Y | +51.7% | +23.6% | +28.2% | +33.3% |
| All | +207.1% | +54.8% | +152.3% | +125.5% |
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 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