-57.7%
LYFT vs FGI
-66.8%
+9.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.8% | +2.1% |
| 7D | -8.4% | +12.1% | -20.5% | -8.8% |
| 30D | -7.6% | +75.7% | -83.3% | -11.5% |
| 3M | +11.7% | +31.7% | -20.0% | +8.0% |
| 6M | +15.1% | +111.5% | -96.3% | +6.2% |
| YTD | -20.9% | +45.8% | -66.7% | -25.8% |
| 1Y | -16.4% | +112.5% | -128.9% | -26.6% |
| 3Y | +35.2% | +8.5% | +26.7% | +16.8% |
| All | -57.7% | -66.8% | +9.1% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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