+34.5%
LYV vs SNY
+1.8%
+32.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.9% |
| 7D | +1.9% | +8.8% | -6.8% | +0.6% |
| 30D | +5.5% | +18.6% | -13.1% | +2.7% |
| 3M | -1.2% | +9.7% | -10.9% | -2.6% |
| 6M | +15.3% | +8.2% | +7.1% | +13.7% |
| YTD | +27.2% | +2.2% | +25.0% | +25.9% |
| 1Y | +34.5% | +1.0% | +33.4% | +33.8% |
| All | +34.5% | +1.8% | +32.7% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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