+37.8%
LIN vs IAU
+104.9%
-67.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.7% |
| 7D | +3.6% | +1.9% | +1.7% | +3.4% |
| 30D | +6.4% | -1.7% | +8.1% | +6.5% |
| 3M | +6.5% | -3.6% | +10.1% | +6.7% |
| 6M | +4.9% | -10.1% | +15.0% | +5.7% |
| YTD | +23.4% | -5.1% | +28.6% | +22.4% |
| 1Y | +26.3% | +2.6% | +23.7% | +23.7% |
| All | +37.8% | +104.9% | -67.1% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling