+165.2%
MTZ vs LYFT
-69.9%
+235.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.0% | +1.5% | +3.2% |
| 7D | +1.4% | -8.4% | +9.7% | +2.8% |
| 30D | -14.5% | -7.6% | -6.9% | -13.5% |
| 3M | -32.9% | +11.7% | -44.7% | -34.6% |
| 6M | -20.8% | +15.1% | -35.9% | -23.5% |
| YTD | +10.6% | -20.9% | +31.5% | +13.6% |
| 1Y | +27.1% | -16.4% | +43.5% | +28.3% |
| 3Y | +166.1% | +35.2% | +130.9% | +136.4% |
| All | +165.2% | -69.9% | +235.2% | +191.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LYFT.
Daily Out/Under-Performance
Portfolio return minus LYFT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYFT 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 LYFT 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