+31.6%
USB vs LYFT
-8.6%
+40.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | -1.1% |
| 7D | +2.1% | -3.2% | +5.3% | +2.4% |
| 30D | -2.3% | -7.0% | +4.7% | -1.6% |
| 3M | +13.9% | +15.8% | -2.0% | +12.0% |
| 6M | +21.6% | +22.6% | -1.0% | +18.3% |
| YTD | +19.3% | -16.2% | +35.5% | +20.2% |
| All | +31.6% | -8.6% | +40.2% | +30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling