+361.0%
LIN vs MMM
+54.8%
+306.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -2.1% | -3.3% | +1.2% | -0.8% |
| 30D | -2.4% | -7.0% | +4.6% | +0.4% |
| 3M | -5.6% | +10.8% | -16.4% | -9.7% |
| 6M | -3.4% | +5.8% | -9.2% | -6.3% |
| YTD | +13.1% | +6.8% | +6.3% | +8.8% |
| 1Y | +2.5% | +10.4% | -7.9% | -3.1% |
| 3Y | +27.6% | +104.7% | -77.1% | -12.6% |
| 5Y | +63.0% | +23.6% | +39.5% | +44.5% |
| All | +361.0% | +54.8% | +306.2% | +238.9% |
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