+12.8%
BLDR vs LUMN
-37.8%
+50.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +2.2% |
| 7D | -8.2% | +2.5% | -10.7% | -8.5% |
| 30D | -16.6% | +10.3% | -27.0% | -17.6% |
| 3M | -23.2% | -18.3% | -4.9% | -21.7% |
| 6M | -33.7% | +4.4% | -38.1% | -34.5% |
| YTD | -41.3% | -10.7% | -30.6% | -41.7% |
| 1Y | -58.8% | +14.0% | -72.8% | -60.6% |
| 3Y | -57.5% | +406.6% | -464.0% | -71.0% |
| All | +12.8% | -37.8% | +50.6% | +53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling