-0.4%
LYFT vs IVZ
+56.4%
-56.9%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.3% | -3.7% |
| 7D | -5.5% | +0.6% | -6.2% | -5.8% |
| 30D | +1.5% | +4.0% | -2.5% | -0.2% |
| 3M | +18.4% | +18.2% | +0.2% | +10.3% |
| 6M | +20.8% | +32.8% | -12.0% | +6.5% |
| YTD | -13.7% | +28.7% | -42.4% | -22.3% |
| 1Y | -0.4% | +55.4% | -55.8% | -13.0% |
| All | -0.4% | +56.4% | -56.9% | -13.0% |
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