+27.3%
LIN vs MMM
+22.1%
+5.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.5% | -7.0% | +1.5% |
| 7D | +3.3% | +12.2% | -9.0% | +2.0% |
| 30D | +8.8% | +18.8% | -10.1% | +6.8% |
| 3M | +8.6% | +7.4% | +1.3% | +7.7% |
| 6M | +7.0% | +38.3% | -31.3% | +3.3% |
| YTD | +24.3% | +22.9% | +1.4% | +20.1% |
| 1Y | +27.3% | +23.0% | +4.3% | +22.8% |
| All | +27.3% | +22.1% | +5.2% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling