+859.8%
IAU vs LNT
+965.5%
-105.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.7% | -1.8% |
| 7D | +0.7% | +1.0% | -0.3% | +0.6% |
| 30D | +0.3% | -1.1% | +1.4% | +0.4% |
| 3M | +0.7% | -3.6% | +4.3% | +1.0% |
| 6M | -15.5% | -2.7% | -12.8% | -15.4% |
| YTD | +1.0% | +8.0% | -7.0% | +0.2% |
| 1Y | +19.6% | +10.5% | +9.1% | +18.4% |
| 3Y | +125.4% | +49.6% | +75.9% | +117.0% |
| 5Y | +140.7% | +32.2% | +108.5% | +133.3% |
| 10Y | +218.1% | +141.8% | +76.4% | +192.7% |
| All | +859.8% | +965.5% | -105.7% | +709.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling