+34.5%
LYV vs TRI
-16.8%
+51.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.8% | -1.1% |
| 7D | +1.9% | +1.5% | +0.4% | +1.7% |
| 30D | +5.5% | +20.4% | -14.9% | +4.1% |
| 3M | -1.2% | +20.6% | -21.8% | -2.5% |
| 6M | +15.3% | +25.5% | -10.2% | +13.7% |
| YTD | +27.2% | -7.1% | +34.3% | +34.6% |
| 1Y | +34.5% | -14.7% | +49.1% | +44.6% |
| All | +34.5% | -16.8% | +51.3% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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