+6.5%
LYV vs ADVB
+5.8%
+0.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -2.2% |
| 7D | -4.5% | -3.8% | -0.7% | -4.5% |
| 30D | -5.5% | +17.6% | -23.0% | -5.5% |
| 3M | +7.8% | +119.1% | -111.4% | +8.5% |
| 6M | +9.4% | +103.4% | -94.0% | +9.9% |
| YTD | +21.8% | +59.8% | -38.1% | +22.3% |
| 1Y | +6.5% | +8.5% | -2.1% | +6.2% |
| All | +6.5% | +5.8% | +0.6% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling