+106.0%
LYV vs FFIV
+155.7%
-49.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -0.8% |
| 7D | -1.9% | +5.4% | -7.4% | -3.3% |
| 30D | -8.2% | -2.7% | -5.5% | -7.7% |
| 3M | -1.3% | +4.5% | -5.8% | -3.0% |
| 6M | +2.6% | +42.2% | -39.6% | -8.9% |
| YTD | +19.4% | +61.3% | -41.9% | +0.7% |
| 1Y | -2.2% | +23.0% | -25.3% | -9.0% |
| 3Y | +106.0% | +156.3% | -50.2% | +38.9% |
| All | +106.0% | +155.7% | -49.7% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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