+346.2%
ATI vs LUMN
+385.3%
-39.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.3% |
| 7D | -5.6% | +2.5% | -8.2% | -5.8% |
| 30D | -13.7% | +10.3% | -24.1% | -14.5% |
| 3M | -0.4% | -18.3% | +17.9% | +1.0% |
| 6M | +26.2% | +4.4% | +21.9% | +25.2% |
| YTD | +73.2% | -10.7% | +83.9% | +72.5% |
| 1Y | +161.6% | +14.0% | +147.7% | +155.0% |
| 3Y | +346.2% | +406.6% | -60.4% | +277.0% |
| All | +346.2% | +385.3% | -39.1% | +277.0% |
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 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