+672.7%
LYV vs UUUU
-92.8%
+765.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.5% |
| 7D | -1.9% | -10.5% | +8.6% | -1.0% |
| 30D | -8.2% | -10.5% | +2.3% | -7.4% |
| 3M | -1.3% | -14.1% | +12.9% | -0.4% |
| 6M | +2.6% | -35.5% | +38.1% | +5.5% |
| YTD | +19.4% | -10.9% | +30.3% | +17.9% |
| 1Y | -2.2% | +3.4% | -5.6% | -6.0% |
| 3Y | +106.0% | +73.1% | +32.9% | +82.5% |
| 5Y | +97.7% | +87.1% | +10.5% | +68.5% |
| 10Y | +560.5% | +463.0% | +97.5% | +374.0% |
| All | +672.7% | -92.8% | +765.6% | +459.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling