+1,542.9%
LYV vs IP
+146.6%
+1,396.2%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.5% |
| 7D | -0.3% | 0.0% | -0.4% | -0.4% |
| 30D | +4.6% | +9.4% | -4.7% | -0.3% |
| 3M | -3.5% | -14.1% | +10.6% | +3.4% |
| 6M | +9.2% | +9.2% | 0.0% | +1.5% |
| YTD | +25.1% | -7.5% | +32.6% | +23.6% |
| 1Y | +24.3% | -2.8% | +27.1% | +19.4% |
| 3Y | +103.7% | +21.2% | +82.4% | +59.9% |
| 5Y | +55.0% | -11.5% | +66.5% | +41.8% |
| 10Y | +519.4% | +23.7% | +495.7% | +337.1% |
| All | +1,542.9% | +146.6% | +1,396.2% | +651.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling