+21.5%
LYV vs DG
+45.3%
-23.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.5% | -6.1% | +0.8% |
| 7D | +6.2% | +12.3% | -6.1% | +3.7% |
| 30D | +7.3% | +19.3% | -12.0% | +3.4% |
| 3M | -0.3% | +11.9% | -12.1% | -2.8% |
| 6M | +16.2% | +25.0% | -8.7% | +10.3% |
| YTD | +28.5% | +8.7% | +19.8% | +25.7% |
| 1Y | +21.5% | +44.7% | -23.2% | +12.9% |
| All | +21.5% | +45.3% | -23.7% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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