+29.7%
LYV vs ADVB
-88.9%
+118.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.1% | -4.1% | 0.0% |
| 7D | -4.2% | -5.9% | +1.7% | -4.1% |
| 30D | -7.2% | +13.9% | -21.1% | -7.4% |
| 3M | +1.5% | +127.3% | -125.8% | -0.1% |
| 6M | +2.7% | +77.0% | -74.3% | +0.7% |
| YTD | +19.4% | +51.5% | -32.2% | +17.3% |
| 1Y | -0.5% | -11.3% | +10.8% | -1.0% |
| All | +29.7% | -88.9% | +118.7% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling