+106.0%
LYV vs BUD
+44.9%
+61.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | -1.9% | -2.6% | +0.7% | -1.4% |
| 30D | -8.2% | -1.2% | -7.0% | -8.0% |
| 3M | -1.3% | -4.9% | +3.6% | -0.5% |
| 6M | +2.6% | +9.3% | -6.7% | +0.4% |
| YTD | +19.4% | +24.0% | -4.6% | +14.3% |
| 1Y | -2.2% | +34.5% | -36.8% | -7.9% |
| 3Y | +106.0% | +43.7% | +62.4% | +85.6% |
| All | +106.0% | +44.9% | +61.1% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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