+106.0%
LYV vs SEI
+594.6%
-488.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.3% |
| 7D | -1.9% | +22.6% | -24.5% | -3.3% |
| 30D | -8.2% | +9.1% | -17.3% | -8.9% |
| 3M | -1.3% | -11.3% | +10.1% | -1.0% |
| 6M | +2.6% | +22.0% | -19.4% | +0.1% |
| YTD | +19.4% | +47.3% | -27.9% | +14.2% |
| 1Y | -2.2% | +124.8% | -127.0% | -10.7% |
| 3Y | +106.0% | +591.3% | -485.2% | +58.6% |
| All | +106.0% | +594.6% | -488.5% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 3y: compounded portfolio wealth divided by compounded SEI 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…
3y analysis · Full analysis span regression · 6 months rolling