+34.5%
LYV vs BTI
+22.5%
+12.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.2% | -1.1% |
| 7D | +1.9% | +3.3% | -1.4% | +1.3% |
| 30D | +5.5% | +19.0% | -13.5% | +2.1% |
| 3M | -1.2% | +6.4% | -7.7% | -2.4% |
| 6M | +15.3% | +7.7% | +7.6% | +13.5% |
| YTD | +27.2% | +14.6% | +12.6% | +21.7% |
| 1Y | +34.5% | +22.0% | +12.4% | +21.6% |
| All | +34.5% | +22.5% | +12.0% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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