+154.2%
LYV vs BBIO
+136.7%
+17.6%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -1.9% | -3.2% | +1.3% | -1.5% |
| 30D | -8.2% | -13.6% | +5.4% | -6.4% |
| 3M | -1.3% | +7.2% | -8.5% | -2.5% |
| 6M | +2.6% | +1.5% | +1.1% | +1.9% |
| YTD | +19.4% | -5.3% | +24.7% | +19.1% |
| 1Y | -2.2% | +37.7% | -40.0% | -7.8% |
| 3Y | +106.0% | +153.9% | -47.9% | +72.7% |
| 5Y | +97.7% | +43.9% | +53.8% | +44.1% |
| All | +154.2% | +136.7% | +17.6% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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