+106.0%
LYV vs ESI
+74.1%
+32.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -1.9% | -4.6% | +2.7% | -0.8% |
| 30D | -8.2% | -10.5% | +2.3% | -5.8% |
| 3M | -1.3% | -19.8% | +18.5% | +3.5% |
| 6M | +2.6% | +5.8% | -3.2% | -2.5% |
| YTD | +19.4% | +38.3% | -18.9% | +3.1% |
| 1Y | -2.2% | +31.5% | -33.8% | -14.6% |
| 3Y | +106.0% | +80.7% | +25.4% | +50.8% |
| All | +106.0% | +74.1% | +32.0% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 3y: compounded portfolio wealth divided by compounded ESI 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…
3y analysis · Full analysis span regression · 6 months rolling