+90.9%
LYV vs UUUU
+79.1%
+11.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.6% |
| 7D | -1.9% | -10.5% | +8.6% | -0.7% |
| 30D | -8.2% | -10.5% | +2.3% | -7.1% |
| 3M | -1.3% | -14.1% | +12.9% | -0.1% |
| 6M | +2.6% | -35.5% | +38.1% | +6.6% |
| YTD | +19.4% | -10.9% | +30.3% | +16.8% |
| 1Y | -2.2% | +3.4% | -5.6% | -8.7% |
| 3Y | +106.0% | +73.1% | +32.9% | +67.2% |
| All | +90.9% | +79.1% | +11.8% | +46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling