-2.2%
LYV vs SUI
-8.0%
+5.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -1.9% | -4.2% | +2.2% | -0.5% |
| 30D | -8.2% | -3.3% | -4.9% | -7.0% |
| 3M | -1.3% | -8.2% | +6.9% | +1.3% |
| 6M | +2.6% | -14.5% | +17.1% | +7.5% |
| YTD | +19.4% | -5.9% | +25.3% | +21.9% |
| 1Y | -2.2% | -9.7% | +7.5% | +0.4% |
| All | -2.2% | -8.0% | +5.8% | +0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling