-3.5%
LYFT vs IBB
+42.2%
-45.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +2.6% | +9.8% | +11.1% |
| 7D | +14.7% | +2.2% | +12.5% | +13.5% |
| 30D | +19.1% | +6.3% | +12.8% | +15.5% |
| 3M | +12.0% | +16.3% | -4.3% | +2.9% |
| 6M | +33.3% | +30.0% | +3.3% | +15.0% |
| YTD | -3.3% | +31.1% | -34.4% | -17.0% |
| 1Y | -3.5% | +42.0% | -45.5% | -19.2% |
| All | -3.5% | +42.2% | -45.7% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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