+90.9%
LYV vs RGEN
-44.2%
+135.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -1.9% | -1.4% | -0.5% | -1.7% |
| 30D | -8.2% | -0.3% | -7.9% | -8.2% |
| 3M | -1.3% | +23.9% | -25.2% | -5.7% |
| 6M | +2.6% | +38.5% | -35.9% | -4.7% |
| YTD | +19.4% | +0.8% | +18.6% | +17.7% |
| 1Y | -2.2% | +38.2% | -40.5% | -10.4% |
| 3Y | +106.0% | +1.3% | +104.7% | +93.3% |
| All | +90.9% | -44.2% | +135.1% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 5y: compounded portfolio wealth divided by compounded RGEN 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…
5y analysis · Full analysis span regression · 6 months rolling