+417.3%
LIN vs IAU
+209.6%
+207.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.7% |
| 7D | +0.1% | +4.9% | -4.8% | -0.5% |
| 30D | +7.6% | -1.4% | +8.9% | +7.7% |
| 3M | +6.5% | -4.8% | +11.3% | +7.1% |
| 6M | +6.2% | -12.5% | +18.7% | +7.9% |
| YTD | +23.2% | -4.2% | +27.4% | +22.7% |
| 1Y | +25.4% | +3.1% | +22.3% | +23.4% |
| 3Y | +38.3% | +110.0% | -71.7% | +19.4% |
| 5Y | +64.4% | +123.1% | -58.6% | +38.4% |
| 10Y | +417.3% | +216.7% | +200.6% | +340.0% |
| All | +417.3% | +209.6% | +207.7% | +340.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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