+358.4%
LIN vs AU
+643.7%
-285.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.9% |
| 7D | -3.5% | -0.3% | -3.2% | -3.4% |
| 30D | -4.1% | +12.8% | -16.9% | -4.9% |
| 3M | -6.4% | +28.5% | -34.8% | -8.0% |
| 6M | -2.4% | +4.8% | -7.2% | -3.3% |
| YTD | +10.9% | +31.0% | -20.0% | +8.2% |
| 1Y | 0.0% | +81.4% | -81.4% | -4.8% |
| 3Y | +25.8% | +618.4% | -592.6% | +8.4% |
| 5Y | +60.8% | +686.3% | -625.5% | +36.0% |
| 10Y | +358.4% | +664.5% | -306.2% | +303.4% |
| All | +358.4% | +643.7% | -285.4% | +303.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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