+36.2%
LUMN vs WU
-8.3%
+44.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.1% | -2.0% |
| 7D | +12.1% | -0.8% | +12.9% | +12.1% |
| 30D | +11.3% | -1.1% | +12.5% | +11.4% |
| 3M | -31.6% | -3.9% | -27.8% | -32.3% |
| 6M | -2.7% | -20.7% | +17.9% | -1.7% |
| YTD | -12.9% | -18.4% | +5.5% | -11.2% |
| 1Y | +36.2% | -8.1% | +44.3% | +27.7% |
| All | +36.2% | -8.3% | +44.5% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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