+106.0%
LYV vs IBN
+27.4%
+78.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.8% | -0.5% |
| 7D | -1.9% | -3.0% | +1.1% | -1.1% |
| 30D | -8.2% | -1.5% | -6.7% | -7.8% |
| 3M | -1.3% | +7.9% | -9.2% | -3.3% |
| 6M | +2.6% | +8.6% | -6.0% | 0.0% |
| YTD | +19.4% | -0.6% | +20.0% | +18.5% |
| 1Y | -2.2% | -7.3% | +5.1% | -1.6% |
| 3Y | +106.0% | +26.2% | +79.8% | +100.5% |
| All | +106.0% | +27.4% | +78.6% | +100.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling