+38.5%
HLT vs LUMN
-51.5%
+90.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.2% |
| 7D | +0.7% | +2.5% | -1.8% | +0.6% |
| 30D | +13.7% | -10.1% | +23.9% | +14.1% |
| 3M | +16.3% | -36.1% | +52.4% | +18.0% |
| 6M | +19.9% | -56.5% | +76.4% | +23.7% |
| YTD | +30.1% | -47.4% | +77.4% | +30.3% |
| 1Y | +38.5% | -49.6% | +88.1% | +38.5% |
| All | +38.5% | -51.5% | +90.0% | +38.5% |
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