+11,385.0%
LIN vs AEM
+5,638.3%
+5,746.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.5% | -1.2% |
| 7D | +0.2% | +15.8% | -15.6% | -1.0% |
| 30D | +6.5% | +6.2% | +0.3% | +5.8% |
| 3M | +5.5% | +14.3% | -8.9% | +4.1% |
| 6M | +3.3% | +1.4% | +1.9% | +2.7% |
| YTD | +22.0% | +13.7% | +8.3% | +19.8% |
| 1Y | +25.7% | +21.3% | +4.4% | +22.8% |
| 3Y | +36.2% | +309.9% | -273.7% | +20.1% |
| 5Y | +66.1% | +301.0% | -234.9% | +45.4% |
| 10Y | +431.0% | +344.0% | +86.9% | +351.4% |
| All | +11,385.0% | +5,638.3% | +5,746.7% | +8,251.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling