-3.5%
LYFT vs IVZ
+30.5%
-34.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +4.2% | +8.2% | +10.7% |
| 7D | +14.7% | +2.6% | +12.0% | +13.5% |
| 30D | +19.1% | -3.5% | +22.6% | +20.5% |
| 3M | +12.0% | -7.4% | +19.4% | +14.9% |
| 6M | +33.3% | +14.7% | +18.6% | +24.2% |
| YTD | -3.3% | +14.6% | -17.9% | -9.2% |
| 1Y | -3.5% | +30.7% | -34.2% | -18.7% |
| All | -3.5% | +30.5% | -34.0% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling