+953.3%
ASX vs LUMN
-55.8%
+1,009.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.2% |
| 7D | +5.2% | +2.5% | +2.7% | +4.9% |
| 30D | +0.5% | +10.3% | -9.9% | -0.6% |
| 3M | +8.3% | -18.3% | +26.6% | +10.5% |
| 6M | +82.0% | +4.4% | +77.7% | +81.2% |
| YTD | +147.6% | -10.7% | +158.3% | +148.1% |
| 1Y | +258.8% | +14.0% | +244.9% | +250.3% |
| 3Y | +452.1% | +406.6% | +45.5% | +334.7% |
| 5Y | +441.7% | -36.8% | +478.5% | +447.3% |
| All | +953.3% | -55.8% | +1,009.1% | +895.0% |
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