-2.2%
LYV vs AEIS
+81.9%
-84.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | +0.1% |
| 7D | -1.9% | +2.3% | -4.2% | -1.9% |
| 30D | -8.2% | -14.8% | +6.6% | -8.2% |
| 3M | -1.3% | -15.6% | +14.3% | -1.0% |
| 6M | +2.6% | -8.7% | +11.3% | +3.5% |
| YTD | +19.4% | +37.3% | -17.9% | +29.2% |
| 1Y | -2.2% | +80.3% | -82.6% | +11.9% |
| All | -2.2% | +81.9% | -84.2% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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