+47.9%
MMM vs LNT
+55.0%
-7.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +7.0% | +1.6% | +5.4% | +6.3% |
| 30D | +18.4% | +12.1% | +6.3% | +12.8% |
| 3M | +4.5% | +8.2% | -3.7% | +1.0% |
| 6M | +33.4% | +3.6% | +29.8% | +31.0% |
| YTD | +20.0% | +16.2% | +3.8% | +11.7% |
| 1Y | +15.0% | +12.8% | +2.2% | +8.5% |
| 3Y | +165.0% | +66.5% | +98.5% | +106.8% |
| 5Y | +47.9% | +53.8% | -5.9% | +16.8% |
| All | +47.9% | +55.0% | -7.1% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling