+93.1%
ACN vs LUMN
-55.8%
+148.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.9% | +1.5% | +3.2% |
| 7D | -1.5% | +2.5% | -4.0% | -1.7% |
| 30D | +2.1% | +10.3% | -8.2% | +1.1% |
| 3M | +11.1% | -18.3% | +29.4% | +12.6% |
| 6M | -6.8% | +4.4% | -11.2% | -8.5% |
| YTD | -30.0% | -10.7% | -19.4% | -30.7% |
| 1Y | -23.1% | +14.0% | -37.1% | -26.4% |
| 3Y | -40.4% | +406.6% | -447.0% | -58.2% |
| 5Y | -41.6% | -36.8% | -4.8% | -41.0% |
| All | +93.1% | -55.8% | +148.9% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 10y: compounded portfolio wealth divided by compounded LUMN 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…
10y analysis · Full analysis span regression · 6 months rolling