+1,467.6%
LYV vs BBWI
+151.8%
+1,315.8%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.5% | +0.6% |
| 7D | -4.2% | -8.0% | +3.8% | -1.3% |
| 30D | -7.2% | -6.6% | -0.6% | -5.7% |
| 3M | +1.5% | -2.7% | +4.2% | +0.6% |
| 6M | +2.7% | -12.8% | +15.5% | +4.0% |
| YTD | +19.4% | -10.5% | +29.8% | +18.3% |
| 1Y | -0.5% | -35.3% | +34.9% | +8.4% |
| 3Y | +110.1% | -47.7% | +157.9% | +127.4% |
| 5Y | +97.6% | -68.9% | +166.5% | +146.9% |
| 10Y | +560.2% | -58.0% | +618.2% | +457.5% |
| All | +1,467.6% | +151.8% | +1,315.8% | +220.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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