-69.6%
LYFT vs SW
-2.6%
-67.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -3.9% |
| 7D | +5.8% | +2.3% | +3.4% | +5.2% |
| 30D | +9.6% | +6.8% | +2.8% | +7.7% |
| 3M | +4.8% | -5.2% | +10.0% | +6.5% |
| 6M | +20.1% | +7.4% | +12.7% | +17.3% |
| YTD | -11.8% | +17.4% | -29.2% | -17.7% |
| 1Y | -19.6% | +27.1% | -46.7% | -27.0% |
| 3Y | +62.3% | +47.9% | +14.4% | +39.0% |
| All | -69.6% | -2.6% | -67.1% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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