+35.2%
LYFT vs TRU
-1.3%
+36.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.5% |
| 7D | -8.4% | -2.7% | -5.6% | -7.1% |
| 30D | -7.6% | -2.0% | -5.6% | -6.8% |
| 3M | +11.7% | +18.4% | -6.7% | +2.7% |
| 6M | +15.1% | +8.9% | +6.2% | +9.4% |
| YTD | -20.9% | -8.9% | -12.0% | -19.1% |
| 1Y | -16.4% | -15.9% | -0.5% | -11.6% |
| 3Y | +35.2% | -1.1% | +36.3% | +30.8% |
| All | +35.2% | -1.3% | +36.5% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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