+3,451.2%
LIN vs AU
+661.9%
+2,789.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.0% | -6.1% | -1.7% |
| 7D | +0.2% | +16.5% | -16.3% | -1.4% |
| 30D | +6.5% | +3.3% | +3.2% | +5.9% |
| 3M | +5.5% | +6.8% | -1.4% | +4.3% |
| 6M | +3.3% | -3.9% | +7.3% | +2.8% |
| YTD | +22.0% | +12.9% | +9.1% | +18.2% |
| 1Y | +25.7% | +43.5% | -17.7% | +18.4% |
| 3Y | +36.2% | +445.5% | -409.3% | +7.9% |
| 5Y | +66.1% | +469.0% | -402.9% | +27.9% |
| 10Y | +431.0% | +698.3% | -267.4% | +265.8% |
| All | +3,451.2% | +661.9% | +2,789.3% | +2,099.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling