+1,467.6%
LYV vs GEN
+404.9%
+1,062.6%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.2% |
| 7D | -4.2% | -4.3% | +0.2% | -2.4% |
| 30D | -7.2% | +3.8% | -11.0% | -8.9% |
| 3M | +1.5% | +22.3% | -20.7% | -7.2% |
| 6M | +2.7% | +39.0% | -36.2% | -12.3% |
| YTD | +19.4% | +11.9% | +7.5% | +11.1% |
| 1Y | -0.5% | +4.5% | -5.0% | -4.7% |
| 3Y | +110.1% | +59.0% | +51.1% | +63.7% |
| 5Y | +97.6% | +22.0% | +75.6% | +67.5% |
| 10Y | +560.2% | +155.0% | +405.2% | +237.5% |
| All | +1,467.6% | +404.9% | +1,062.6% | +421.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling