+23.5%
LIN vs MMM
+12.5%
+11.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.6% |
| 7D | +0.2% | -0.8% | +1.1% | +0.3% |
| 30D | +6.2% | +14.4% | -8.2% | +4.7% |
| 3M | +9.3% | +1.8% | +7.6% | +9.0% |
| 6M | +4.4% | +31.3% | -26.9% | +1.3% |
| YTD | +23.7% | +18.0% | +5.8% | +19.9% |
| 1Y | +23.5% | +10.9% | +12.6% | +24.2% |
| All | +23.5% | +12.5% | +11.0% | +24.2% |
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 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