-66.4%
HTZ vs LUMN
-59.3%
-7.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -5.9% | +15.1% | +9.9% |
| 7D | +18.9% | -6.9% | +25.8% | +19.9% |
| 30D | +26.3% | -20.5% | +46.7% | +30.2% |
| 3M | +49.7% | -33.4% | +83.1% | +57.0% |
| 6M | -61.1% | -52.1% | -9.0% | -57.3% |
| YTD | -56.0% | -42.5% | -13.6% | -55.3% |
| 1Y | -66.4% | -57.6% | -8.8% | -65.2% |
| All | -66.4% | -59.3% | -7.1% | -65.2% |
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