+1,499.1%
LYV vs SUI
+1,177.4%
+321.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.0% |
| 7D | -4.5% | -2.8% | -1.7% | -2.7% |
| 30D | -5.5% | -1.2% | -4.3% | -4.8% |
| 3M | +7.8% | -1.7% | +9.5% | +8.7% |
| 6M | +9.4% | -10.5% | +19.8% | +16.6% |
| YTD | +21.8% | -1.8% | +23.6% | +22.2% |
| 1Y | +6.5% | -4.1% | +10.5% | +8.1% |
| 3Y | +106.4% | +11.3% | +95.2% | +81.8% |
| 5Y | +101.6% | -32.1% | +133.7% | +139.5% |
| 10Y | +540.9% | +110.4% | +430.5% | +224.5% |
| All | +1,499.1% | +1,177.4% | +321.7% | +64.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling