+141.6%
IGV vs LYFT
-82.8%
+224.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | -5.4% | -13.1% | +7.7% | -3.0% |
| 30D | -2.6% | -14.4% | +11.7% | 0.0% |
| 3M | +10.5% | +12.2% | -1.6% | +7.9% |
| 6M | +18.2% | +13.4% | +4.8% | +15.1% |
| YTD | -4.2% | -22.5% | +18.2% | -0.6% |
| 1Y | -9.8% | -20.8% | +11.0% | -7.5% |
| 3Y | +39.1% | +38.8% | +0.3% | +21.4% |
| 5Y | +21.2% | -70.0% | +91.2% | +26.8% |
| All | +141.6% | -82.8% | +224.4% | +120.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling