+21.5%
LYV vs GEN
+20.2%
+1.4%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.0% | -1.6% | +1.9% |
| 7D | +6.2% | +26.9% | -20.7% | +3.0% |
| 30D | +7.3% | +38.6% | -31.3% | +3.1% |
| 3M | -0.3% | +9.7% | -10.0% | -1.6% |
| 6M | +16.2% | +58.9% | -42.7% | +8.3% |
| YTD | +28.5% | +15.3% | +13.2% | +33.0% |
| 1Y | +21.5% | +21.8% | -0.3% | +18.8% |
| All | +21.5% | +20.2% | +1.4% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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