+93.3%
HAL vs LUMN
-37.8%
+131.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.8% |
| 7D | -3.3% | +2.5% | -5.8% | -3.5% |
| 30D | +8.2% | +10.3% | -2.2% | +7.4% |
| 3M | -9.4% | -18.3% | +8.8% | -8.4% |
| 6M | +0.6% | +4.4% | -3.7% | -0.3% |
| YTD | +28.6% | -10.7% | +39.3% | +27.9% |
| 1Y | +63.9% | +14.0% | +49.9% | +59.3% |
| 3Y | -7.1% | +406.6% | -413.7% | -25.0% |
| All | +93.3% | -37.8% | +131.2% | +138.7% |
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 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