-2.2%
LYV vs LTH
+45.2%
-47.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.9% | -4.0% | +2.1% | -0.9% |
| 30D | -8.2% | -5.3% | -2.9% | -7.0% |
| 3M | -1.3% | +19.0% | -20.3% | -6.8% |
| 6M | +2.6% | +55.8% | -53.2% | -11.3% |
| YTD | +19.4% | +56.1% | -36.7% | +2.4% |
| 1Y | -2.2% | +41.3% | -43.5% | -18.4% |
| All | -2.2% | +45.2% | -47.4% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 1y: compounded portfolio wealth divided by compounded LTH 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…
1y analysis · Full analysis span regression · 6 months rolling