+549.2%
LYV vs MLM
+209.3%
+339.9%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -4.2% | -1.3% | -2.9% | -3.5% |
| 30D | -7.2% | -9.1% | +1.9% | -2.4% |
| 3M | +1.5% | -9.0% | +10.5% | +6.0% |
| 6M | +2.7% | -17.0% | +19.8% | +12.4% |
| YTD | +19.4% | -19.0% | +38.3% | +31.3% |
| 1Y | -0.5% | -18.1% | +17.6% | +8.7% |
| 3Y | +110.1% | +16.7% | +93.5% | +84.0% |
| 5Y | +97.6% | +40.2% | +57.4% | +53.3% |
| All | +549.2% | +209.3% | +339.9% | +244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 10y: compounded portfolio wealth divided by compounded MLM 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…
10y analysis · Full analysis span regression · 6 months rolling