+35.2%
LYFT vs TRI
-18.9%
+54.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.3% |
| 7D | -8.4% | -7.9% | -0.5% | -5.2% |
| 30D | -7.6% | -4.5% | -3.1% | -6.1% |
| 3M | +11.7% | +22.1% | -10.4% | +1.0% |
| 6M | +15.1% | -2.8% | +17.9% | +14.5% |
| YTD | -20.9% | -23.4% | +2.5% | -9.4% |
| 1Y | -16.4% | -41.5% | +25.2% | +16.8% |
| 3Y | +35.2% | -19.2% | +54.4% | +31.5% |
| All | +35.2% | -18.9% | +54.1% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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