+106.0%
LYV vs SUI
+9.8%
+96.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.0% | +0.3% |
| 7D | -4.2% | -4.1% | -0.1% | -3.0% |
| 30D | -7.2% | -3.2% | -4.1% | -6.3% |
| 3M | +1.5% | -8.4% | +9.9% | +4.0% |
| 6M | +2.7% | -14.4% | +17.1% | +7.1% |
| YTD | +19.4% | -5.5% | +24.9% | +21.1% |
| 1Y | -0.5% | -7.3% | +6.9% | +1.4% |
| All | +106.0% | +9.8% | +96.1% | +98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling