+74.7%
MRK vs LYV
-0.4%
+75.1%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | -4.3% | -1.9% | -2.3% | -4.1% |
| 30D | +8.3% | -8.2% | +16.5% | +8.8% |
| 3M | +20.0% | -1.3% | +21.3% | +20.6% |
| 6M | +25.7% | +2.6% | +23.1% | +26.2% |
| YTD | +38.7% | +19.4% | +19.3% | +39.7% |
| 1Y | +74.7% | -2.2% | +76.9% | +64.2% |
| All | +74.7% | -0.4% | +75.1% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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