+144.2%
RTX vs MMM
+156.3%
-12.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.0% |
| 7D | -5.1% | +6.2% | -11.3% | -6.1% |
| 30D | +5.1% | +14.2% | -9.1% | +2.8% |
| 3M | -14.8% | +2.9% | -17.7% | -15.3% |
| 6M | +8.0% | +27.6% | -19.5% | +3.6% |
| YTD | +4.5% | +17.3% | -12.8% | +1.4% |
| 1Y | +9.8% | +15.1% | -5.2% | +6.8% |
| 3Y | +144.2% | +157.1% | -12.9% | +129.4% |
| All | +144.2% | +156.3% | -12.1% | +129.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling