-11.2%
LYFT vs BEN
+49.4%
-60.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.9% | +0.1% | -2.5% |
| 7D | +8.7% | -0.4% | +9.1% | +9.2% |
| 30D | +13.2% | -0.7% | +13.9% | +13.8% |
| 3M | +8.3% | -6.8% | +15.1% | +11.6% |
| 6M | +26.6% | +7.9% | +18.7% | +22.5% |
| YTD | -7.9% | +39.6% | -47.5% | -21.5% |
| 1Y | -11.2% | +48.5% | -59.7% | -27.7% |
| All | -11.2% | +49.4% | -60.6% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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