+146.5%
ASX vs LUMN
-59.3%
+205.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.9% | +2.0% | -2.4% |
| 7D | -14.6% | -6.9% | -7.7% | -13.1% |
| 30D | -21.1% | -20.5% | -0.6% | -16.7% |
| 3M | -3.1% | -33.4% | +30.3% | +6.6% |
| 6M | +17.4% | -52.1% | +69.5% | +38.7% |
| YTD | +135.3% | -42.5% | +177.8% | +165.0% |
| 1Y | +146.5% | -57.6% | +204.1% | +196.3% |
| All | +146.5% | -59.3% | +205.8% | +196.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling