+412.1%
LIN vs IAU
+208.6%
+203.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.6% |
| 7D | +2.0% | +2.8% | -0.8% | +1.6% |
| 30D | +7.9% | -4.0% | +11.8% | +8.4% |
| 3M | +6.3% | -8.2% | +14.5% | +7.4% |
| 6M | +6.5% | -14.8% | +21.3% | +8.6% |
| YTD | +23.6% | -6.7% | +30.3% | +23.5% |
| 1Y | +25.7% | -2.2% | +28.0% | +24.6% |
| 3Y | +35.6% | +106.7% | -71.1% | +17.1% |
| 5Y | +65.9% | +114.8% | -48.9% | +40.2% |
| 10Y | +412.1% | +213.0% | +199.1% | +334.6% |
| All | +412.1% | +208.6% | +203.4% | +334.6% |
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