+106.0%
LYV vs NXT
+90.7%
+15.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.1% |
| 7D | -1.9% | -1.9% | 0.0% | -1.8% |
| 30D | -8.2% | -20.0% | +11.9% | -7.1% |
| 3M | -1.3% | -30.7% | +29.5% | +0.5% |
| 6M | +2.6% | -29.0% | +31.6% | +3.8% |
| YTD | +19.4% | -4.8% | +24.2% | +18.2% |
| 1Y | -2.2% | +22.8% | -25.0% | -5.7% |
| 3Y | +106.0% | +93.9% | +12.1% | +86.9% |
| All | +106.0% | +90.7% | +15.3% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 3y: compounded portfolio wealth divided by compounded NXT 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…
3y analysis · Full analysis span regression · 6 months rolling