+106.0%
LYV vs BNS
+130.5%
-24.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.6% | -0.3% |
| 7D | -1.9% | -0.4% | -1.5% | -1.7% |
| 30D | -8.2% | +3.5% | -11.6% | -9.7% |
| 3M | -1.3% | +14.1% | -15.3% | -8.0% |
| 6M | +2.6% | +33.8% | -31.2% | -12.5% |
| YTD | +19.4% | +29.5% | -10.1% | +3.3% |
| 1Y | -2.2% | +48.4% | -50.7% | -21.7% |
| 3Y | +106.0% | +129.6% | -23.6% | +26.7% |
| All | +106.0% | +130.5% | -24.4% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 3y: compounded portfolio wealth divided by compounded BNS 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…
3y analysis · Full analysis span regression · 6 months rolling