+13.5%
AVTR vs LUMN
+42.5%
-29.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.4% |
| 7D | +2.7% | +12.1% | -9.4% | +2.4% |
| 30D | +12.1% | +11.3% | +0.7% | +11.7% |
| 3M | +57.2% | -31.6% | +88.9% | +58.7% |
| 6M | +73.1% | -2.7% | +75.8% | +73.6% |
| YTD | +30.6% | -12.9% | +43.5% | +30.1% |
| 1Y | +13.5% | +36.2% | -22.7% | +17.7% |
| All | +13.5% | +42.5% | -29.0% | +17.7% |
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