+15.1%
TEAM vs MMM
+22.1%
-7.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.5% | -10.2% | +1.7% |
| 7D | -13.7% | +12.2% | -26.0% | -11.1% |
| 30D | -3.4% | +18.8% | -22.3% | +1.0% |
| 3M | +72.1% | +7.4% | +64.8% | +75.2% |
| 6M | +103.8% | +38.3% | +65.5% | +132.2% |
| YTD | +17.1% | +22.9% | -5.7% | +30.5% |
| 1Y | +15.1% | +23.0% | -7.9% | +25.5% |
| All | +15.1% | +22.1% | -7.0% | +25.5% |
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