-70.4%
LYFT vs RGEN
-44.2%
-26.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.9% |
| 7D | -8.4% | -1.4% | -6.9% | -7.8% |
| 30D | -7.6% | -0.3% | -7.3% | -7.7% |
| 3M | +11.7% | +23.9% | -12.1% | +2.0% |
| 6M | +15.1% | +38.5% | -23.4% | -0.4% |
| YTD | -20.9% | +0.8% | -21.7% | -22.6% |
| 1Y | -16.4% | +38.2% | -54.6% | -28.4% |
| 3Y | +35.2% | +1.3% | +33.9% | +24.1% |
| All | -70.4% | -44.2% | -26.3% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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