+549.4%
LYV vs BEN
+56.6%
+492.8%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -1.9% | -3.1% | +1.2% | -0.6% |
| 30D | -8.2% | +0.2% | -8.4% | -8.4% |
| 3M | -1.3% | +6.8% | -8.1% | -4.6% |
| 6M | +2.6% | +38.1% | -35.5% | -12.3% |
| YTD | +19.4% | +44.3% | -24.9% | -0.5% |
| 1Y | -2.2% | +42.6% | -44.8% | -18.3% |
| 3Y | +106.0% | +52.3% | +53.7% | +61.7% |
| 5Y | +97.7% | +37.6% | +60.0% | +58.2% |
| All | +549.4% | +56.6% | +492.8% | +339.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling