+20,389.3%
TXN vs MMM
+2,854.2%
+17,535.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | -0.1% | -3.3% | +3.2% | +1.7% |
| 30D | -6.9% | -7.0% | +0.1% | -3.3% |
| 3M | -14.9% | +10.8% | -25.8% | -19.7% |
| 6M | +29.0% | +5.8% | +23.2% | +24.6% |
| YTD | +51.5% | +6.8% | +44.7% | +44.7% |
| 1Y | +41.6% | +10.4% | +31.2% | +32.4% |
| 3Y | +65.8% | +104.7% | -38.9% | +7.2% |
| 5Y | +56.8% | +23.6% | +33.3% | +31.2% |
| 10Y | +387.5% | +54.1% | +333.3% | +248.4% |
| All | +20,389.3% | +2,854.2% | +17,535.2% | +3,069.9% |
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 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