-54.2%
DOCS vs LYFT
-68.3%
+14.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.2% | -0.7% |
| 7D | -0.8% | +5.8% | -6.5% | -2.6% |
| 30D | +17.4% | +9.6% | +7.9% | +13.9% |
| 3M | +57.4% | +4.8% | +52.5% | +55.4% |
| 6M | +26.5% | +20.1% | +6.4% | +20.1% |
| YTD | -26.6% | -11.8% | -14.8% | -24.4% |
| 1Y | -48.1% | -19.6% | -28.5% | -45.5% |
| 3Y | +52.6% | +62.3% | -9.7% | +9.6% |
| All | -54.2% | -68.3% | +14.1% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling