+6.5%
LYV vs IP
-18.9%
+25.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -2.6% |
| 7D | -4.5% | -5.3% | +0.8% | -3.7% |
| 30D | -5.5% | -10.9% | +5.4% | -3.8% |
| 3M | +7.8% | +11.2% | -3.4% | +5.8% |
| 6M | +9.4% | -10.2% | +19.6% | +11.1% |
| YTD | +21.8% | -2.0% | +23.7% | +21.9% |
| 1Y | +6.5% | -19.1% | +25.6% | +3.9% |
| All | +6.5% | -18.9% | +25.3% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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