-2.2%
LYV vs MSI
-2.0%
-0.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.9% | -0.4% | -1.5% | -1.9% |
| 30D | -8.2% | -0.8% | -7.4% | -8.1% |
| 3M | -1.3% | +13.9% | -15.2% | -3.8% |
| 6M | +2.6% | +1.3% | +1.3% | +1.7% |
| YTD | +19.4% | +22.3% | -2.9% | +17.1% |
| 1Y | -2.2% | -3.9% | +1.6% | -6.6% |
| All | -2.2% | -2.0% | -0.2% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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