+327.2%
SMH vs LYFT
-69.9%
+397.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.1% |
| 7D | +0.3% | -8.4% | +8.6% | +1.9% |
| 30D | -2.8% | -7.6% | +4.8% | -1.5% |
| 3M | -6.7% | +11.7% | -18.5% | -9.4% |
| 6M | +41.8% | +15.1% | +26.7% | +36.6% |
| YTD | +57.9% | -20.9% | +78.8% | +62.9% |
| 1Y | +87.6% | -16.4% | +104.0% | +89.6% |
| 3Y | +282.9% | +35.2% | +247.7% | +228.3% |
| All | +327.2% | -69.9% | +397.1% | +363.6% |
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