+133.9%
HL vs LUMN
+42.5%
+91.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.0% |
| 7D | +1.5% | +12.1% | -10.6% | -1.0% |
| 30D | +25.1% | +11.3% | +13.7% | +22.1% |
| 3M | +22.9% | -31.6% | +54.5% | +32.4% |
| 6M | -4.9% | -2.7% | -2.2% | -5.0% |
| YTD | +7.8% | -12.9% | +20.7% | +7.7% |
| 1Y | +133.9% | +36.2% | +97.7% | +90.7% |
| All | +133.9% | +42.5% | +91.4% | +90.7% |
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