+588.0%
STX vs MMM
+156.3%
+431.7%
-57.8%
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% | -0.8% |
| 7D | -28.5% | +6.2% | -34.7% | -29.7% |
| 30D | -42.9% | +14.2% | -57.1% | -45.1% |
| 3M | -45.9% | +2.9% | -48.8% | -46.4% |
| 6M | -41.3% | +27.6% | -68.8% | -45.8% |
| YTD | +67.9% | +17.3% | +50.7% | +58.9% |
| 1Y | +66.5% | +15.1% | +51.4% | +58.5% |
| 3Y | +588.0% | +157.1% | +430.8% | +490.9% |
| All | +588.0% | +156.3% | +431.7% | +490.9% |
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