-78.3%
LYFT vs IP
+10.6%
-88.9%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +1.6% |
| 7D | -0.6% | -0.3% | -0.4% | -0.6% |
| 30D | +3.0% | +7.9% | -4.9% | -0.5% |
| 3M | -0.9% | -15.3% | +14.4% | +6.2% |
| 6M | +24.1% | +10.5% | +13.6% | +16.7% |
| YTD | -12.3% | -9.4% | -3.0% | -12.3% |
| 1Y | -28.7% | -4.6% | -24.0% | -30.7% |
| 3Y | +73.8% | +21.2% | +52.6% | +36.0% |
| 5Y | -67.9% | -13.3% | -54.6% | -69.8% |
| All | -78.3% | +10.6% | -88.9% | -84.9% |
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