+50.4%
FERG vs LYFT
+39.4%
+11.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.4% |
| 7D | -2.6% | -8.4% | +5.8% | -1.4% |
| 30D | -8.9% | -7.6% | -1.3% | -8.0% |
| 3M | -2.0% | +11.7% | -13.8% | -3.8% |
| 6M | -3.2% | +15.1% | -18.3% | -5.6% |
| YTD | +1.5% | -20.9% | +22.4% | +3.7% |
| 1Y | +0.5% | -16.4% | +16.9% | +1.2% |
| 3Y | +50.4% | +35.2% | +15.2% | +35.6% |
| All | +50.4% | +39.4% | +11.0% | +35.6% |
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