-70.4%
LYFT vs URI
+198.7%
-269.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -8.4% | -2.1% | -6.3% | -7.6% |
| 30D | -7.6% | -12.4% | +4.8% | -1.7% |
| 3M | +11.7% | -7.3% | +19.0% | +14.1% |
| 6M | +15.1% | +27.2% | -12.1% | -4.2% |
| YTD | -20.9% | +23.0% | -43.9% | -34.4% |
| 1Y | -16.4% | +3.9% | -20.3% | -23.5% |
| 3Y | +35.2% | +121.6% | -86.4% | -29.2% |
| All | -70.4% | +198.7% | -269.1% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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