-70.0%
LYFT vs IP
-23.0%
-47.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.2% |
| 7D | -13.1% | -5.9% | -7.2% | -11.2% |
| 30D | -14.4% | -17.0% | +2.7% | -8.6% |
| 3M | +12.2% | +8.9% | +3.3% | +8.1% |
| 6M | +13.4% | -10.0% | +23.3% | +15.9% |
| YTD | -22.5% | -9.8% | -12.7% | -22.0% |
| 1Y | -20.8% | -22.6% | +1.8% | -15.6% |
| 3Y | +38.8% | +13.1% | +25.7% | +14.9% |
| 5Y | -70.0% | -22.3% | -47.7% | -73.0% |
| All | -70.0% | -23.0% | -47.0% | -73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling