+1,560.3%
LYV vs IP
+138.3%
+1,422.0%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +1.0% |
| 7D | -0.6% | -0.9% | +0.3% | -0.2% |
| 30D | +5.1% | +6.7% | -1.5% | +1.4% |
| 3M | -2.8% | -16.6% | +13.8% | +5.7% |
| 6M | +8.7% | +6.0% | +2.7% | +2.6% |
| YTD | +26.4% | -10.7% | +37.1% | +27.1% |
| 1Y | +28.2% | -6.7% | +34.9% | +25.7% |
| 3Y | +105.8% | +17.1% | +88.7% | +64.4% |
| 5Y | +60.4% | -14.6% | +74.9% | +49.3% |
| 10Y | +530.7% | +19.9% | +510.9% | +352.0% |
| All | +1,560.3% | +138.3% | +1,422.0% | +672.4% |
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