+38.8%
SLB vs MMM
+14.7%
+24.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | -1.2% | -2.6% | +1.5% | -0.5% |
| 30D | +4.5% | +17.4% | -12.9% | -0.7% |
| 3M | -4.6% | +3.6% | -8.2% | -5.6% |
| 6M | -6.3% | +33.0% | -39.3% | -16.3% |
| YTD | +35.0% | +19.6% | +15.3% | +23.9% |
| 1Y | +38.8% | +14.0% | +24.8% | +29.5% |
| All | +38.8% | +14.7% | +24.1% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling