+35.2%
LYFT vs RMD
+49.9%
-14.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.3% |
| 7D | -8.4% | -4.4% | -4.0% | -6.6% |
| 30D | -7.6% | -3.1% | -4.5% | -6.4% |
| 3M | +11.7% | +13.8% | -2.0% | +4.9% |
| 6M | +15.1% | -8.6% | +23.7% | +18.9% |
| YTD | -20.9% | -8.6% | -12.3% | -18.3% |
| 1Y | -16.4% | -19.7% | +3.3% | -8.5% |
| 3Y | +35.2% | +48.4% | -13.2% | +3.9% |
| All | +35.2% | +49.9% | -14.7% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 3y: compounded portfolio wealth divided by compounded RMD 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…
3y analysis · Full analysis span regression · 6 months rolling