-70.4%
LYFT vs HRB
+114.1%
-184.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | -8.4% | -8.0% | -0.3% | -6.5% |
| 30D | -7.6% | -16.0% | +8.4% | -3.6% |
| 3M | +11.7% | +26.9% | -15.1% | +4.0% |
| 6M | +15.1% | +51.1% | -36.0% | +1.4% |
| YTD | -20.9% | +7.1% | -28.0% | -23.7% |
| 1Y | -16.4% | -9.6% | -6.8% | -15.9% |
| 3Y | +35.2% | +25.4% | +9.8% | +22.4% |
| All | -70.4% | +114.1% | -184.5% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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