-2.2%
LYV vs BWA
+55.6%
-57.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.4% | -0.1% |
| 7D | -1.9% | -1.3% | -0.6% | -1.8% |
| 30D | -8.2% | -2.9% | -5.3% | -8.0% |
| 3M | -1.3% | -10.7% | +9.5% | +0.1% |
| 6M | +2.6% | +26.5% | -23.9% | -1.6% |
| YTD | +19.4% | +49.1% | -29.7% | +11.9% |
| 1Y | -2.2% | +52.1% | -54.3% | -9.7% |
| All | -2.2% | +55.6% | -57.8% | -9.7% |
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