+48.9%
WM vs LYFT
+64.0%
-15.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.9% | +5.5% | +1.6% |
| 7D | +1.2% | -6.9% | +8.1% | +1.2% |
| 30D | +15.2% | +1.4% | +13.8% | +15.2% |
| 3M | +8.3% | +0.2% | +8.2% | +8.3% |
| 6M | +13.1% | +19.7% | -6.5% | +13.2% |
| YTD | +12.5% | -14.2% | +26.8% | +12.6% |
| 1Y | +21.8% | -32.4% | +54.2% | +22.1% |
| All | +48.9% | +64.0% | -15.1% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling