+1,468.2%
LYV vs BTI
+656.1%
+812.2%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.3% |
| 7D | -1.9% | -0.2% | -1.7% | -1.8% |
| 30D | -8.2% | -1.1% | -7.1% | -7.8% |
| 3M | -1.3% | -8.8% | +7.5% | +2.8% |
| 6M | +2.6% | -4.0% | +6.6% | +3.5% |
| YTD | +19.4% | +0.4% | +19.0% | +17.2% |
| 1Y | -2.2% | +1.9% | -4.2% | -5.1% |
| 3Y | +106.0% | +108.5% | -2.5% | +32.4% |
| 5Y | +97.7% | +118.5% | -20.9% | +20.7% |
| 10Y | +560.5% | +75.1% | +485.4% | +326.9% |
| All | +1,468.2% | +656.1% | +812.2% | +307.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling