+37.8%
LIN vs MMM
+159.9%
-122.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.1% |
| 7D | +3.6% | +5.9% | -2.3% | +2.4% |
| 30D | +6.4% | +14.7% | -8.4% | +3.6% |
| 3M | +6.5% | +3.6% | +2.9% | +5.7% |
| 6M | +4.9% | +32.7% | -27.9% | -0.9% |
| YTD | +23.4% | +18.9% | +4.5% | +18.8% |
| 1Y | +26.3% | +16.4% | +9.9% | +22.1% |
| All | +37.8% | +159.9% | -122.1% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling