+138,844.1%
UNH vs MMM
+3,210.3%
+135,633.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.3% | -0.4% |
| 7D | -1.6% | -2.6% | +1.0% | -0.5% |
| 30D | +6.5% | +17.4% | -10.9% | -0.5% |
| 3M | +0.8% | +3.6% | -2.8% | -1.1% |
| 6M | +6.1% | +33.0% | -27.0% | -6.4% |
| YTD | +24.5% | +19.6% | +4.8% | +13.9% |
| 1Y | +26.3% | +14.0% | +12.3% | +18.0% |
| 3Y | -20.7% | +164.3% | -185.0% | -50.8% |
| 5Y | -3.6% | +49.3% | -52.9% | -25.0% |
| 10Y | +225.1% | +78.4% | +146.7% | +125.1% |
| All | +138,844.1% | +3,210.3% | +135,633.8% | +20,997.8% |
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