-79.3%
LYFT vs IP
+17.2%
-96.4%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -2.0% |
| 7D | -3.2% | +0.1% | -3.2% | -3.2% |
| 30D | -7.0% | -11.2% | +4.3% | -2.1% |
| 3M | +15.8% | +12.3% | +3.5% | +8.7% |
| 6M | +22.6% | -5.2% | +27.8% | +22.6% |
| YTD | -16.2% | -4.0% | -12.2% | -18.0% |
| 1Y | -8.3% | -19.2% | +10.9% | -3.3% |
| 3Y | +50.1% | +20.3% | +29.8% | +19.4% |
| 5Y | -67.4% | -17.5% | -49.9% | -68.3% |
| All | -79.3% | +17.2% | -96.4% | -85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling