+467.0%
TEAM vs MMM
+88.0%
+378.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.3% |
| 7D | -17.2% | +5.8% | -23.0% | -18.4% |
| 30D | -25.1% | +17.9% | -43.0% | -28.4% |
| 3M | +3.9% | +3.6% | +0.3% | +2.7% |
| 6M | +69.1% | +32.9% | +36.2% | +56.0% |
| YTD | -4.5% | +19.5% | -23.9% | -10.1% |
| 1Y | -1.9% | +16.5% | -18.4% | -6.9% |
| 3Y | -9.3% | +167.2% | -176.5% | -34.1% |
| 5Y | -65.2% | +48.2% | -113.4% | -70.7% |
| 10Y | +467.0% | +83.0% | +384.0% | +331.9% |
| All | +467.0% | +88.0% | +378.9% | +331.9% |
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 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