+3,191.5%
LIN vs AU
+793.6%
+2,397.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | -0.7% |
| 7D | -2.1% | -3.6% | +1.5% | -1.7% |
| 30D | -2.4% | +23.9% | -26.3% | -4.8% |
| 3M | -5.6% | +19.1% | -24.7% | -7.8% |
| 6M | -3.4% | -0.2% | -3.2% | -4.4% |
| YTD | +13.1% | +32.5% | -19.4% | +8.0% |
| 1Y | +2.5% | +96.9% | -94.5% | -6.8% |
| 3Y | +27.6% | +614.7% | -587.1% | -1.9% |
| 5Y | +63.0% | +647.7% | -584.7% | +22.0% |
| 10Y | +359.3% | +679.2% | -319.9% | +218.6% |
| All | +3,191.5% | +793.6% | +2,397.9% | +1,908.7% |
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 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