+34.5%
LYV vs NVT
-10.3%
+44.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -12.8% | +11.7% | -0.8% |
| 7D | +1.9% | -28.8% | +30.7% | +2.5% |
| 30D | +5.5% | -43.3% | +48.8% | +6.9% |
| 3M | -1.2% | -39.2% | +37.9% | -0.1% |
| 6M | +15.3% | -41.8% | +57.0% | +17.3% |
| YTD | +27.2% | -2.9% | +30.1% | +19.6% |
| 1Y | +34.5% | -12.0% | +46.5% | +27.6% |
| All | +34.5% | -10.3% | +44.8% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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