-57.6%
HTZ vs LUMN
+42.5%
-100.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.4% |
| 7D | +7.5% | +12.1% | -4.6% | +7.2% |
| 30D | +47.4% | +11.3% | +36.1% | +46.7% |
| 3M | -54.9% | -31.6% | -23.3% | -54.2% |
| 6M | -47.0% | -2.7% | -44.3% | -46.8% |
| YTD | -55.3% | -12.9% | -42.4% | -55.6% |
| 1Y | -57.6% | +36.2% | -93.9% | -62.6% |
| All | -57.6% | +42.5% | -100.2% | -62.6% |
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