+5.3%
UNH vs MMM
+28.6%
-23.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +1.1% | -1.6% | +2.7% | +1.4% |
| 30D | -1.5% | -8.0% | +6.5% | -0.2% |
| 3M | -0.8% | +9.4% | -10.2% | -2.3% |
| 6M | +41.8% | +10.2% | +31.6% | +39.4% |
| YTD | +23.1% | +6.1% | +17.0% | +21.6% |
| 1Y | +28.5% | +10.8% | +17.7% | +26.1% |
| 3Y | -11.8% | +104.8% | -116.5% | -21.3% |
| 5Y | +5.3% | +27.0% | -21.7% | +9.1% |
| All | +5.3% | +28.6% | -23.2% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling