+110.6%
LYV vs IP
+24.1%
+86.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.3% | -1.3% |
| 7D | -3.8% | +0.1% | -3.9% | -3.8% |
| 30D | -5.7% | -11.2% | +5.6% | -3.3% |
| 3M | +6.9% | +12.3% | -5.5% | +3.7% |
| 6M | +9.2% | -5.2% | +14.4% | +9.5% |
| YTD | +19.6% | -4.0% | +23.6% | +19.3% |
| 1Y | +0.6% | -19.2% | +19.8% | +4.0% |
| 3Y | +110.6% | +20.3% | +90.3% | +103.3% |
| All | +110.6% | +24.1% | +86.5% | +103.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling