-80.4%
LYFT vs IP
+10.3%
-90.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | -8.4% | -7.7% | -0.6% | -4.9% |
| 30D | -7.6% | -15.5% | +7.9% | -0.5% |
| 3M | +11.7% | -0.6% | +12.3% | +11.1% |
| 6M | +15.1% | -8.8% | +23.9% | +17.2% |
| YTD | -20.9% | -9.6% | -11.3% | -20.5% |
| 1Y | -16.4% | -22.5% | +6.1% | -10.2% |
| 3Y | +35.2% | +13.4% | +21.8% | +10.5% |
| 5Y | -69.4% | -22.1% | -47.2% | -69.4% |
| All | -80.4% | +10.3% | -90.8% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling