+18.9%
SWKS vs LYV
+25.0%
-6.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.4% | -5.3% | -2.8% |
| 7D | -4.9% | +6.2% | -11.1% | -4.7% |
| 30D | -1.2% | +7.3% | -8.5% | -0.9% |
| 3M | +24.2% | -0.3% | +24.4% | +24.3% |
| 6M | +21.5% | +16.2% | +5.2% | +21.6% |
| YTD | +33.5% | +28.5% | +4.9% | +33.5% |
| 1Y | +18.9% | +21.5% | -2.6% | +18.9% |
| All | +18.9% | +25.0% | -6.0% | +18.9% |
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