+42.2%
UBER vs MMM
+164.6%
-122.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +1.9% | +3.4% |
| 7D | +6.7% | +5.8% | +0.9% | +5.5% |
| 30D | -0.5% | +17.9% | -18.4% | -3.7% |
| 3M | -5.1% | +3.6% | -8.7% | -5.9% |
| 6M | -5.7% | +32.9% | -38.6% | -11.1% |
| YTD | -12.9% | +19.5% | -32.4% | -16.4% |
| 1Y | -22.6% | +16.5% | -39.2% | -25.4% |
| 3Y | +42.2% | +167.2% | -125.0% | +16.4% |
| All | +42.2% | +164.6% | -122.4% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling