+549.4%
LYV vs SUI
+101.8%
+447.6%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -1.9% | -4.2% | +2.2% | 0.0% |
| 30D | -8.2% | -3.3% | -4.9% | -6.7% |
| 3M | -1.3% | -8.2% | +6.9% | +2.6% |
| 6M | +2.6% | -14.5% | +17.1% | +10.0% |
| YTD | +19.4% | -5.9% | +25.3% | +22.2% |
| 1Y | -2.2% | -9.7% | +7.5% | +1.9% |
| 3Y | +106.0% | +7.7% | +98.4% | +90.7% |
| 5Y | +97.7% | -31.9% | +129.5% | +129.5% |
| All | +549.4% | +101.8% | +447.6% | +466.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling