+549.4%
LYV vs ED
+108.5%
+440.9%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -1.9% | -0.8% | -1.2% | -1.8% |
| 30D | -8.2% | -0.4% | -7.8% | -8.1% |
| 3M | -1.3% | +0.5% | -1.7% | -1.4% |
| 6M | +2.6% | -3.1% | +5.7% | +3.0% |
| YTD | +19.4% | +9.8% | +9.6% | +17.4% |
| 1Y | -2.2% | +12.6% | -14.8% | -4.3% |
| 3Y | +106.0% | +31.4% | +74.6% | +94.1% |
| 5Y | +97.7% | +69.4% | +28.2% | +76.4% |
| All | +549.4% | +108.5% | +440.9% | +477.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling