+20.8%
WM vs LYFT
-6.2%
+27.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +12.4% | -10.8% | +1.6% |
| 7D | +5.9% | +14.7% | -8.8% | +5.9% |
| 30D | +15.4% | +19.1% | -3.7% | +15.6% |
| 3M | +6.3% | +12.0% | -5.7% | +6.4% |
| 6M | +5.6% | +33.3% | -27.7% | +6.8% |
| YTD | +9.9% | -3.3% | +13.2% | +9.3% |
| 1Y | +20.8% | -3.5% | +24.3% | +21.1% |
| All | +20.8% | -6.2% | +27.0% | +21.1% |
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