+802.8%
TEAM vs MMM
+82.1%
+720.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.8% | -2.7% |
| 7D | -0.4% | -3.3% | +2.9% | +0.5% |
| 30D | +67.3% | -7.0% | +74.3% | +70.8% |
| 3M | +86.8% | +10.8% | +76.0% | +81.2% |
| 6M | +146.8% | +5.8% | +141.0% | +141.3% |
| YTD | +16.9% | +6.8% | +10.2% | +13.5% |
| 1Y | +12.8% | +10.4% | +2.4% | +8.1% |
| 3Y | -7.3% | +104.7% | -112.0% | -28.0% |
| 5Y | -50.7% | +23.6% | -74.3% | -56.6% |
| 10Y | +529.8% | +54.1% | +475.7% | +369.5% |
| All | +802.8% | +82.1% | +720.7% | +511.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling