+6.5%
LYV vs UUUU
+27.9%
-21.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.1% | -2.3% |
| 7D | -4.5% | -1.4% | -3.1% | -4.4% |
| 30D | -5.5% | +16.3% | -21.8% | -6.3% |
| 3M | +7.8% | -16.7% | +24.5% | +8.6% |
| 6M | +9.4% | -33.7% | +43.0% | +10.9% |
| YTD | +21.8% | -0.5% | +22.2% | +21.0% |
| 1Y | +6.5% | +28.9% | -22.4% | +6.9% |
| All | +6.5% | +27.9% | -21.5% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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