+1,468.2%
LYV vs HRB
+299.2%
+1,169.0%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -1.9% | -8.0% | +6.1% | +1.4% |
| 30D | -8.2% | -16.0% | +7.8% | -1.7% |
| 3M | -1.3% | +26.9% | -28.1% | -11.6% |
| 6M | +2.6% | +51.1% | -48.5% | -16.7% |
| YTD | +19.4% | +7.1% | +12.3% | +10.8% |
| 1Y | -2.2% | -9.6% | +7.4% | -2.8% |
| 3Y | +106.0% | +25.4% | +80.6% | +70.7% |
| 5Y | +97.7% | +114.9% | -17.3% | +21.5% |
| 10Y | +560.5% | +206.4% | +354.1% | +202.3% |
| All | +1,468.2% | +299.2% | +1,169.0% | +423.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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