+432.0%
LIN vs IAU
+219.4%
+212.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.1% | +1.1% |
| 7D | +0.3% | -2.0% | +2.3% | +0.6% |
| 30D | +8.0% | -4.4% | +12.5% | +8.6% |
| 3M | +7.7% | -8.9% | +16.6% | +8.9% |
| 6M | +5.1% | -15.9% | +21.0% | +7.3% |
| YTD | +24.7% | -7.8% | +32.5% | +24.8% |
| 1Y | +25.1% | -3.8% | +28.9% | +24.3% |
| 3Y | +36.8% | +104.3% | -67.5% | +18.7% |
| 5Y | +67.9% | +111.2% | -43.3% | +42.6% |
| All | +432.0% | +219.4% | +212.6% | +348.7% |
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