+98.7%
MMI price history and return analytics
+255.5%
-156.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -1.6% |
| 7D | -15.4% | +2.9% | -18.3% | -18.2% |
| 30D | -12.5% | -2.5% | -10.0% | -10.2% |
| 3M | -21.5% | -3.3% | -18.2% | -18.7% |
| 6M | -18.7% | +1.5% | -20.3% | -21.0% |
| YTD | -9.6% | +11.4% | -20.9% | -21.3% |
| 1Y | -18.6% | +11.9% | -30.5% | -29.6% |
| 3Y | -14.6% | +73.9% | -88.5% | -55.6% |
| 5Y | -44.6% | +57.9% | -102.5% | -67.5% |
| 10Y | +0.7% | +222.6% | -221.9% | -74.2% |
| All | +98.7% | +255.5% | -156.8% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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