+90.9%
LYV vs RMD
-23.0%
+114.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -1.9% | -4.4% | +2.5% | -0.7% |
| 30D | -8.2% | -3.1% | -5.0% | -7.4% |
| 3M | -1.3% | +13.8% | -15.0% | -5.1% |
| 6M | +2.6% | -8.6% | +11.2% | +4.8% |
| YTD | +19.4% | -8.6% | +28.0% | +21.6% |
| 1Y | -2.2% | -19.7% | +17.4% | +3.3% |
| 3Y | +106.0% | +48.4% | +57.7% | +73.8% |
| All | +90.9% | -23.0% | +114.0% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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