+90.9%
LYV vs ESI
+67.8%
+23.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -1.9% | -4.6% | +2.7% | -0.3% |
| 30D | -8.2% | -10.5% | +2.3% | -4.7% |
| 3M | -1.3% | -19.8% | +18.5% | +5.6% |
| 6M | +2.6% | +5.8% | -3.2% | -4.1% |
| YTD | +19.4% | +38.3% | -18.9% | -1.9% |
| 1Y | -2.2% | +31.5% | -33.8% | -18.6% |
| 3Y | +106.0% | +80.7% | +25.4% | +38.1% |
| All | +90.9% | +67.8% | +23.1% | +32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling