+6.5%
LYV vs FN
+17.1%
-10.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.1% | -5.4% | -2.4% |
| 7D | -4.5% | -1.7% | -2.8% | -4.4% |
| 30D | -5.5% | -22.0% | +16.5% | -4.6% |
| 3M | +7.8% | -43.0% | +50.8% | +10.3% |
| 6M | +9.4% | -27.7% | +37.1% | +9.6% |
| YTD | +21.8% | -10.5% | +32.3% | +21.8% |
| 1Y | +6.5% | +12.5% | -6.0% | +9.2% |
| All | +6.5% | +17.1% | -10.6% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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