+417.3%
LIN vs AEM
+366.3%
+51.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.8% | -3.8% | +0.5% |
| 7D | +0.1% | +17.8% | -17.7% | -1.5% |
| 30D | +7.6% | +6.2% | +1.3% | +6.8% |
| 3M | +6.5% | +12.5% | -6.0% | +5.0% |
| 6M | +6.2% | +4.4% | +1.8% | +5.1% |
| YTD | +23.2% | +19.2% | +4.0% | +19.8% |
| 1Y | +25.4% | +25.5% | -0.1% | +21.2% |
| 3Y | +38.3% | +346.4% | -308.2% | +16.0% |
| 5Y | +64.4% | +305.7% | -241.3% | +37.3% |
| 10Y | +417.3% | +375.9% | +41.4% | +327.4% |
| All | +417.3% | +366.3% | +51.0% | +327.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 10y: compounded portfolio wealth divided by compounded AEM 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…
10y analysis · Full analysis span regression · 6 months rolling