+417.5%
LIN vs IAU
+208.2%
+209.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | +0.2% | +4.7% | -4.5% | -0.4% |
| 30D | +6.5% | -0.9% | +7.3% | +6.5% |
| 3M | +5.5% | -4.4% | +9.8% | +6.0% |
| 6M | +3.3% | -13.5% | +16.8% | +5.1% |
| YTD | +22.0% | -5.9% | +27.9% | +21.8% |
| 1Y | +25.7% | +1.9% | +23.9% | +23.9% |
| 3Y | +36.2% | +104.1% | -67.8% | +18.1% |
| 5Y | +66.1% | +121.0% | -54.9% | +40.0% |
| All | +417.5% | +208.2% | +209.3% | +337.5% |
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