+361.3%
LIN vs IAU
+224.2%
+137.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.8% |
| 7D | -2.1% | -0.5% | -1.6% | -2.1% |
| 30D | -2.4% | +4.4% | -6.9% | -3.1% |
| 3M | -5.6% | -1.1% | -4.5% | -5.6% |
| 6M | -3.4% | -13.7% | +10.3% | -1.7% |
| YTD | +13.1% | +2.7% | +10.4% | +11.7% |
| 1Y | +2.5% | +24.6% | -22.2% | -2.2% |
| 3Y | +27.6% | +126.8% | -99.2% | +9.4% |
| 5Y | +63.0% | +139.5% | -76.5% | +36.6% |
| All | +361.3% | +224.2% | +137.1% | +284.8% |
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