+136,006.1%
UNH vs MMM
+2,854.2%
+133,151.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | +1.1% | -3.3% | +4.4% | +2.5% |
| 30D | -3.8% | -7.0% | +3.2% | -0.9% |
| 3M | +0.7% | +10.8% | -10.1% | -3.7% |
| 6M | +37.9% | +5.8% | +32.1% | +33.8% |
| YTD | +21.9% | +6.8% | +15.2% | +17.4% |
| 1Y | +31.4% | +10.4% | +21.0% | +24.5% |
| 3Y | -11.4% | +104.7% | -116.1% | -38.6% |
| 5Y | +2.5% | +23.6% | -21.0% | -13.2% |
| 10Y | +242.9% | +54.1% | +188.7% | +153.3% |
| All | +136,006.1% | +2,854.2% | +133,151.9% | +21,638.8% |
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