+3,310.4%
V vs MMM
+371.7%
+2,938.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.7% |
| 7D | +2.2% | +6.2% | -4.0% | -1.0% |
| 30D | +13.6% | +14.2% | -0.6% | +5.9% |
| 3M | +14.3% | +2.9% | +11.4% | +12.1% |
| 6M | +33.1% | +27.6% | +5.5% | +16.3% |
| YTD | +21.2% | +17.3% | +4.0% | +9.5% |
| 1Y | +26.4% | +15.1% | +11.3% | +15.3% |
| 3Y | +77.6% | +157.1% | -79.5% | -1.9% |
| 5Y | +102.6% | +45.1% | +57.5% | +53.3% |
| 10Y | +464.4% | +83.9% | +380.5% | +241.6% |
| All | +3,310.4% | +371.7% | +2,938.7% | +839.8% |
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