+3,676.0%
STX vs MMM
+54.6%
+3,621.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.1% | +6.8% |
| 7D | +10.7% | -1.6% | +12.3% | +11.6% |
| 30D | +11.3% | -8.0% | +19.3% | +15.9% |
| 3M | +3.2% | +9.4% | -6.1% | -2.0% |
| 6M | +157.0% | +10.2% | +146.7% | +141.7% |
| YTD | +229.2% | +6.1% | +223.1% | +214.5% |
| 1Y | +381.8% | +10.8% | +371.1% | +347.9% |
| 3Y | +1,383.2% | +104.8% | +1,278.4% | +855.6% |
| 5Y | +1,144.9% | +27.0% | +1,117.8% | +964.3% |
| 10Y | +3,676.0% | +53.8% | +3,622.3% | +2,453.1% |
| All | +3,676.0% | +54.6% | +3,621.5% | +2,453.1% |
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