+21.5%
LYV vs PTC
+0.1%
+21.4%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.4% |
| 7D | +6.2% | +0.1% | +6.1% | +6.2% |
| 30D | +7.3% | +1.5% | +5.8% | +7.2% |
| 3M | -0.3% | +37.8% | -38.0% | -2.3% |
| 6M | +16.2% | +41.2% | -25.0% | +13.0% |
| YTD | +28.5% | +12.0% | +16.5% | +29.9% |
| 1Y | +21.5% | +1.6% | +19.9% | +24.9% |
| All | +21.5% | +0.1% | +21.4% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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