+549.4%
LYV vs PAAS
+230.4%
+319.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.7% | +0.1% |
| 7D | -1.9% | -1.9% | 0.0% | -1.7% |
| 30D | -8.2% | -3.6% | -4.6% | -8.0% |
| 3M | -1.3% | +8.6% | -9.8% | -2.5% |
| 6M | +2.6% | -16.7% | +19.3% | +4.0% |
| YTD | +19.4% | -1.9% | +21.3% | +18.4% |
| 1Y | -2.2% | +38.0% | -40.3% | -7.0% |
| 3Y | +106.0% | +234.9% | -128.9% | +74.2% |
| 5Y | +97.7% | +119.5% | -21.8% | +71.4% |
| All | +549.4% | +230.4% | +319.1% | +428.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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