+61.9%
LIN vs MLM
+41.9%
+20.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.4% |
| 7D | -2.1% | -2.9% | +0.8% | -1.0% |
| 30D | -2.4% | -6.8% | +4.4% | +0.3% |
| 3M | -5.6% | -11.2% | +5.7% | -1.3% |
| 6M | -3.4% | -21.8% | +18.4% | +6.3% |
| YTD | +13.1% | -17.0% | +30.1% | +20.3% |
| 1Y | +2.5% | -16.4% | +18.8% | +8.4% |
| 3Y | +27.6% | +14.5% | +13.1% | +12.7% |
| All | +61.9% | +41.9% | +20.0% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 5y: compounded portfolio wealth divided by compounded MLM 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…
5y analysis · Full analysis span regression · 6 months rolling