+36.2%
LUMN vs PLTU
-18.5%
+54.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.0% | +7.0% | -0.5% |
| 7D | +12.1% | -13.6% | +25.7% | +14.4% |
| 30D | +11.3% | +16.7% | -5.3% | +7.0% |
| 3M | -31.6% | +29.6% | -61.2% | -36.5% |
| 6M | -2.7% | -0.1% | -2.6% | -6.4% |
| YTD | -12.9% | -31.5% | +18.6% | -5.8% |
| 1Y | +36.2% | -19.7% | +55.9% | +38.0% |
| All | +36.2% | -18.5% | +54.7% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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