+6.5%
LYV vs BWA
+59.1%
-52.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.8% | -5.0% | -2.5% |
| 7D | -4.5% | +5.7% | -10.1% | -5.0% |
| 30D | -5.5% | +1.4% | -6.9% | -5.6% |
| 3M | +7.8% | -12.1% | +19.8% | +9.5% |
| 6M | +9.4% | +28.6% | -19.2% | +4.6% |
| YTD | +21.8% | +51.1% | -29.3% | +13.5% |
| 1Y | +6.5% | +55.9% | -49.4% | -0.8% |
| All | +6.5% | +59.1% | -52.6% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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