-70.4%
LYFT vs BEN
+36.0%
-106.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -8.4% | -3.1% | -5.3% | -6.4% |
| 30D | -7.6% | +0.2% | -7.8% | -7.8% |
| 3M | +11.7% | +6.8% | +4.9% | +6.7% |
| 6M | +15.1% | +38.1% | -23.0% | -8.4% |
| YTD | -20.9% | +44.3% | -65.3% | -39.1% |
| 1Y | -16.4% | +42.6% | -58.9% | -35.3% |
| 3Y | +35.2% | +52.3% | -17.1% | -2.9% |
| All | -70.4% | +36.0% | -106.4% | -77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling