+97.6%
LYV vs IP
-23.0%
+120.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.3% |
| 7D | -4.2% | -5.9% | +1.7% | -2.6% |
| 30D | -7.2% | -17.0% | +9.8% | -2.4% |
| 3M | +1.5% | +8.9% | -7.3% | -1.7% |
| 6M | +2.7% | -10.0% | +12.7% | +4.4% |
| YTD | +19.4% | -9.8% | +29.1% | +20.5% |
| 1Y | -0.5% | -22.6% | +22.1% | +4.9% |
| 3Y | +110.1% | +13.1% | +97.1% | +84.4% |
| 5Y | +97.6% | -22.3% | +119.9% | +97.0% |
| All | +97.6% | -23.0% | +120.6% | +97.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling