+35.2%
LYFT vs GEN
+60.3%
-25.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.5% |
| 7D | -8.4% | -1.3% | -7.1% | -7.8% |
| 30D | -7.6% | +6.1% | -13.7% | -10.4% |
| 3M | +11.7% | +27.0% | -15.2% | -0.6% |
| 6M | +15.1% | +43.9% | -28.8% | -4.6% |
| YTD | -20.9% | +13.0% | -33.9% | -26.0% |
| 1Y | -16.4% | +4.0% | -20.4% | -18.6% |
| 3Y | +35.2% | +66.2% | -31.0% | -7.1% |
| All | +35.2% | +60.3% | -25.1% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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