+532.7%
LYV vs IP
+19.1%
+513.6%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.8% |
| 7D | -0.6% | -0.9% | +0.3% | -0.3% |
| 30D | +5.1% | +6.7% | -1.5% | +2.1% |
| 3M | -2.8% | -16.6% | +13.8% | +4.1% |
| 6M | +8.7% | +6.0% | +2.7% | +3.8% |
| YTD | +26.4% | -10.7% | +37.1% | +27.5% |
| 1Y | +28.2% | -6.7% | +34.9% | +26.5% |
| 3Y | +105.8% | +17.1% | +88.7% | +67.0% |
| 5Y | +60.4% | -14.6% | +74.9% | +51.6% |
| All | +532.7% | +19.1% | +513.6% | +350.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling