+97.6%
LYV vs FN
+280.2%
-182.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.6% |
| 7D | -4.2% | +2.3% | -6.4% | -4.6% |
| 30D | -7.2% | -23.2% | +16.0% | -3.8% |
| 3M | +1.5% | -30.4% | +31.9% | +5.9% |
| 6M | +2.7% | -25.6% | +28.4% | +4.1% |
| YTD | +19.4% | -11.3% | +30.6% | +15.4% |
| 1Y | -0.5% | +8.4% | -8.9% | -8.9% |
| 3Y | +110.1% | +166.2% | -56.1% | +39.1% |
| 5Y | +97.6% | +290.3% | -192.7% | +7.5% |
| All | +97.6% | +280.2% | -182.6% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling