+53.9%
LYV vs FN
+169.4%
-115.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.3% | +6.4% | +0.1% |
| 7D | +1.8% | +0.3% | +1.6% | +1.6% |
| 30D | +5.7% | -16.5% | +22.2% | +7.5% |
| 3M | -4.1% | -42.1% | +38.0% | +2.3% |
| 6M | +5.9% | -52.9% | +58.8% | +15.2% |
| YTD | +25.2% | -28.0% | +53.2% | +23.3% |
| 1Y | +30.4% | -18.5% | +48.9% | +24.7% |
| 3Y | +103.6% | +93.9% | +9.8% | +43.0% |
| All | +53.9% | +169.4% | -115.5% | -12.7% |
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