+390.1%
AMD vs LUMN
+385.3%
+4.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +2.3% |
| 7D | +8.1% | +2.5% | +5.6% | +7.8% |
| 30D | +6.9% | +10.3% | -3.5% | +5.7% |
| 3M | +5.7% | -18.3% | +23.9% | +7.6% |
| 6M | +152.0% | +4.4% | +147.6% | +151.5% |
| YTD | +141.0% | -10.7% | +151.7% | +143.1% |
| 1Y | +231.6% | +14.0% | +217.6% | +230.5% |
| 3Y | +390.1% | +406.6% | -16.5% | +410.5% |
| All | +390.1% | +385.3% | +4.7% | +410.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling