+11.8%
DOCS vs LYFT
+55.1%
-43.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.5% | -2.0% |
| 7D | -1.4% | -5.5% | +4.1% | -0.2% |
| 30D | +21.8% | +1.5% | +20.4% | +21.8% |
| 3M | +27.3% | +18.4% | +8.9% | +23.2% |
| 6M | -0.3% | +20.8% | -21.1% | -3.6% |
| YTD | -40.5% | -13.7% | -26.8% | -39.4% |
| 1Y | -61.5% | -0.4% | -61.1% | -62.2% |
| All | +11.8% | +55.1% | -43.3% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LYFT.
Daily Out/Under-Performance
Portfolio return minus LYFT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYFT 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 3y: compounded portfolio wealth divided by compounded LYFT 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…
3y analysis · Full analysis span regression · 6 months rolling