+143.1%
LYV vs ONTO
+696.1%
-553.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.5% | -1.2% |
| 7D | -1.9% | +4.9% | -6.9% | -3.3% |
| 30D | -8.2% | -16.6% | +8.4% | -4.2% |
| 3M | -1.3% | -7.3% | +6.1% | -3.4% |
| 6M | +2.6% | +45.9% | -43.3% | -14.4% |
| YTD | +19.4% | +78.2% | -58.8% | -7.6% |
| 1Y | -2.2% | +159.8% | -162.1% | -34.8% |
| 3Y | +106.0% | +123.4% | -17.4% | +21.2% |
| 5Y | +97.7% | +265.8% | -168.1% | -16.7% |
| All | +143.1% | +696.1% | -553.0% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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