+549.4%
LYV vs IBN
+324.2%
+225.2%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.8% | -0.7% |
| 7D | -1.9% | -3.0% | +1.1% | -0.8% |
| 30D | -8.2% | -1.5% | -6.7% | -7.7% |
| 3M | -1.3% | +7.9% | -9.2% | -4.1% |
| 6M | +2.6% | +8.6% | -6.0% | -0.7% |
| YTD | +19.4% | -0.6% | +20.0% | +19.1% |
| 1Y | -2.2% | -7.3% | +5.1% | -0.1% |
| 3Y | +106.0% | +26.2% | +79.8% | +84.4% |
| 5Y | +97.7% | +57.8% | +39.8% | +61.4% |
| All | +549.4% | +324.2% | +225.2% | +320.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling