+6.5%
LYV vs MOH
+18.1%
-11.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.2% |
| 7D | -4.5% | +0.4% | -4.9% | -4.5% |
| 30D | -5.5% | +2.9% | -8.4% | -5.7% |
| 3M | +7.8% | +4.1% | +3.6% | +7.5% |
| 6M | +9.4% | +33.8% | -24.5% | +6.9% |
| YTD | +21.8% | +15.7% | +6.0% | +19.2% |
| 1Y | +6.5% | +17.5% | -11.1% | +3.1% |
| All | +6.5% | +18.1% | -11.7% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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