+9.4%
MMM vs LVS
-17.6%
+27.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.7% |
| 7D | -2.6% | -2.7% | +0.1% | -2.2% |
| 30D | -9.3% | -4.7% | -4.6% | -8.8% |
| 3M | +5.6% | -15.6% | +21.2% | +7.9% |
| 6M | +9.5% | -18.6% | +28.1% | +12.3% |
| YTD | +4.1% | -32.3% | +36.4% | +8.9% |
| 1Y | +9.4% | -18.0% | +27.4% | +10.1% |
| All | +9.4% | -17.6% | +27.0% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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