+431.5%
LIN vs AU
+818.2%
-386.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.8% |
| 7D | +2.1% | -7.2% | +9.3% | +2.5% |
| 30D | +6.8% | -2.9% | +9.6% | +6.8% |
| 3M | +10.4% | -8.7% | +19.0% | +10.7% |
| 6M | +3.2% | -14.1% | +17.3% | +3.6% |
| YTD | +24.6% | +4.8% | +19.8% | +22.9% |
| 1Y | +24.4% | +11.9% | +12.5% | +22.1% |
| 3Y | +36.7% | +513.8% | -477.1% | +18.9% |
| 5Y | +67.0% | +379.3% | -312.2% | +44.7% |
| All | +431.5% | +818.2% | -386.8% | +364.7% |
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