+1,731.7%
LIN vs IAU
+801.0%
+930.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | +3.6% | +1.9% | +1.7% | +3.3% |
| 30D | +6.4% | -1.7% | +8.1% | +6.6% |
| 3M | +6.5% | -3.6% | +10.1% | +7.0% |
| 6M | +4.9% | -10.1% | +15.0% | +6.4% |
| YTD | +23.4% | -5.1% | +28.6% | +23.5% |
| 1Y | +26.3% | +2.6% | +23.7% | +24.6% |
| 3Y | +38.0% | +104.1% | -66.1% | +20.3% |
| 5Y | +68.0% | +122.8% | -54.8% | +43.6% |
| 10Y | +437.1% | +206.5% | +230.6% | +333.5% |
| All | +1,731.7% | +801.0% | +930.7% | +998.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling