-43.0%
INFQ vs LUMN
-51.8%
+8.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +0.3% | +19.2% | +19.3% |
| 7D | +0.1% | -18.2% | +18.4% | +13.9% |
| 30D | -23.6% | -32.5% | +8.9% | -2.5% |
| 3M | -20.0% | -32.4% | +12.4% | -0.7% |
| 6M | -34.4% | -59.3% | +24.9% | +14.0% |
| All | -43.0% | -51.8% | +8.8% | -30.4% |
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