+412.1%
LIN vs MMM
+84.0%
+328.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | +2.0% | +7.0% | -5.0% | -0.8% |
| 30D | +7.9% | +18.4% | -10.5% | +0.6% |
| 3M | +6.3% | +4.5% | +1.8% | +4.1% |
| 6M | +6.5% | +33.4% | -26.9% | -5.8% |
| YTD | +23.6% | +20.0% | +3.6% | +13.1% |
| 1Y | +25.7% | +15.0% | +10.7% | +17.1% |
| 3Y | +35.6% | +165.0% | -129.4% | -17.5% |
| 5Y | +65.9% | +47.9% | +17.9% | +35.4% |
| 10Y | +412.1% | +79.6% | +332.4% | +258.2% |
| All | +412.1% | +84.0% | +328.1% | +258.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling