+34.5%
LYV vs DTE
+4.1%
+30.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.9% | -0.7% |
| 7D | +1.9% | +0.3% | +1.7% | +1.9% |
| 30D | +5.5% | +5.2% | +0.3% | +4.6% |
| 3M | -1.2% | -2.5% | +1.3% | -0.7% |
| 6M | +15.3% | -4.4% | +19.7% | +16.6% |
| YTD | +27.2% | +7.2% | +20.0% | +21.5% |
| 1Y | +34.5% | +4.1% | +30.4% | +31.3% |
| All | +34.5% | +4.1% | +30.4% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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