+3,313.2%
V vs MMM
+382.4%
+2,930.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | +0.6% | +7.0% | -6.3% | -2.9% |
| 30D | +9.7% | +18.4% | -8.6% | +0.5% |
| 3M | +17.3% | +4.5% | +12.8% | +14.2% |
| 6M | +33.2% | +33.4% | -0.2% | +13.7% |
| YTD | +21.3% | +20.0% | +1.4% | +8.3% |
| 1Y | +27.3% | +15.0% | +12.3% | +16.2% |
| 3Y | +76.1% | +165.0% | -88.9% | -4.3% |
| 5Y | +103.5% | +47.9% | +55.5% | +52.5% |
| 10Y | +454.5% | +79.6% | +374.8% | +242.3% |
| All | +3,313.2% | +382.4% | +2,930.7% | +829.8% |
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