+822.9%
NDAQ vs LYV
+1,446.8%
-623.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -5.6% | -1.9% | -3.6% | -5.0% |
| 30D | -4.4% | -8.2% | +3.8% | -2.0% |
| 3M | +5.9% | -1.3% | +7.1% | +6.0% |
| 6M | +7.7% | +2.6% | +5.1% | +6.2% |
| YTD | -5.2% | +19.4% | -24.6% | -10.9% |
| 1Y | -3.4% | -2.2% | -1.1% | -4.0% |
| 3Y | +85.6% | +106.0% | -20.4% | +45.0% |
| 5Y | +49.5% | +97.7% | -48.2% | +13.0% |
| 10Y | +366.4% | +560.5% | -194.1% | +107.9% |
| All | +822.9% | +1,446.8% | -623.9% | +173.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling