+781.5%
LNG vs IAU
+752.8%
+28.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.2% |
| 7D | +11.3% | -4.6% | +15.9% | +11.6% |
| 30D | +10.6% | -5.4% | +16.1% | +10.9% |
| 3M | +16.1% | -10.9% | +27.0% | +16.8% |
| 6M | +29.6% | -17.4% | +46.9% | +30.9% |
| YTD | +60.3% | -10.2% | +70.5% | +60.6% |
| 1Y | +46.1% | -7.1% | +53.2% | +45.9% |
| 3Y | +85.9% | +97.7% | -11.8% | +74.1% |
| 5Y | +210.8% | +105.3% | +105.5% | +189.6% |
| 10Y | +808.8% | +208.0% | +600.8% | +722.3% |
| All | +781.5% | +752.8% | +28.7% | +565.7% |
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 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