+32.6%
LYFT vs IP
+12.3%
+20.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | -13.1% | -5.9% | -7.2% | -11.7% |
| 30D | -14.4% | -17.0% | +2.7% | -10.4% |
| 3M | +12.2% | +8.9% | +3.3% | +9.6% |
| 6M | +13.4% | -10.0% | +23.3% | +15.4% |
| YTD | -22.5% | -9.8% | -12.7% | -22.0% |
| 1Y | -20.8% | -22.6% | +1.8% | -16.8% |
| All | +32.6% | +12.3% | +20.3% | +16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling