+502.9%
TEAM vs MMM
+51.9%
+451.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.3% |
| 7D | -4.7% | -2.6% | -2.1% | -4.0% |
| 30D | +17.0% | -9.3% | +26.3% | +20.1% |
| 3M | +85.9% | +5.6% | +80.3% | +83.0% |
| 6M | +116.7% | +9.5% | +107.2% | +109.9% |
| YTD | +9.6% | +4.1% | +5.5% | +7.3% |
| 1Y | -2.5% | +9.4% | -11.9% | -6.2% |
| 3Y | -14.0% | +101.0% | -114.9% | -32.1% |
| 5Y | -53.1% | +26.1% | -79.2% | -58.8% |
| 10Y | +502.9% | +54.7% | +448.2% | +364.3% |
| All | +502.9% | +51.9% | +451.0% | +364.3% |
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