+3,159.7%
MMM vs LNT
+3,445.6%
-285.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.5% |
| 7D | +5.8% | +0.6% | +5.2% | +5.6% |
| 30D | +17.9% | +12.4% | +5.5% | +13.2% |
| 3M | +3.6% | +6.7% | -3.1% | +1.2% |
| 6M | +32.9% | +3.9% | +29.0% | +30.8% |
| YTD | +19.5% | +16.5% | +3.0% | +12.8% |
| 1Y | +16.5% | +12.5% | +4.1% | +11.3% |
| 3Y | +167.2% | +66.9% | +100.3% | +120.2% |
| 5Y | +48.2% | +56.1% | -7.9% | +24.3% |
| 10Y | +83.0% | +173.2% | -90.2% | +24.4% |
| All | +3,159.7% | +3,445.6% | -285.9% | +920.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling