+2.0%
FISV vs LUMN
-63.6%
+65.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | 0.0% | +0.2% |
| 7D | +25.7% | -18.2% | +43.9% | +26.0% |
| 30D | +38.8% | -32.5% | +71.3% | +39.7% |
| 3M | +16.2% | -32.4% | +48.6% | +17.0% |
| 6M | +12.1% | -59.3% | +71.4% | +15.1% |
| YTD | -6.4% | -48.6% | +42.3% | -7.1% |
| 1Y | +2.0% | -63.5% | +65.6% | +4.7% |
| All | +2.0% | -63.6% | +65.6% | +4.7% |
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