+103.3%
MMI price history and return analytics
+257.7%
-154.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | -0.5% |
| 7D | -16.0% | -0.7% | -15.3% | -15.6% |
| 30D | -11.5% | -1.7% | -9.7% | -9.9% |
| 3M | -19.7% | -2.3% | -17.4% | -17.9% |
| 6M | -17.3% | +1.5% | -18.8% | -19.5% |
| YTD | -7.5% | +12.0% | -19.5% | -20.0% |
| 1Y | -18.6% | +12.9% | -31.4% | -30.2% |
| 3Y | -12.7% | +74.9% | -87.6% | -54.9% |
| 5Y | -42.5% | +59.9% | -102.4% | -66.7% |
| 10Y | +3.1% | +224.6% | -221.6% | -73.7% |
| All | +103.3% | +257.7% | -154.4% | -49.1% |
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