+428.1%
LYV vs FND
+56.5%
+371.6%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | -1.9% | -5.8% | +3.8% | -0.3% |
| 30D | -8.2% | -20.2% | +12.0% | -2.3% |
| 3M | -1.3% | -12.0% | +10.7% | +1.3% |
| 6M | +2.6% | -18.5% | +21.1% | +6.7% |
| YTD | +19.4% | -22.3% | +41.7% | +25.0% |
| 1Y | -2.2% | -47.6% | +45.4% | +14.3% |
| 3Y | +106.0% | -49.8% | +155.8% | +131.9% |
| 5Y | +97.7% | -63.0% | +160.6% | +129.9% |
| All | +428.1% | +56.5% | +371.6% | +317.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 all: compounded portfolio wealth divided by compounded FND 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…
all analysis · Full analysis span regression · 6 months rolling