-11.3%
EQT vs LUMN
-51.5%
+40.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +0.9% |
| 7D | +6.9% | +2.5% | +4.4% | +6.8% |
| 30D | +0.4% | -10.1% | +10.5% | +0.7% |
| 3M | -2.0% | -36.1% | +34.1% | -1.2% |
| 6M | -5.0% | -56.5% | +51.5% | -4.0% |
| YTD | -0.3% | -47.4% | +47.1% | -1.5% |
| 1Y | -11.3% | -49.6% | +38.3% | -12.4% |
| All | -11.3% | -51.5% | +40.2% | -12.4% |
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