+719.8%
MU vs LUMN
+42.5%
+677.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.0% | +8.1% | +6.8% |
| 7D | +9.0% | +12.1% | -3.1% | +4.3% |
| 30D | +13.8% | +11.3% | +2.5% | +8.8% |
| 3M | +2.1% | -31.6% | +33.7% | +15.6% |
| 6M | +153.8% | -2.7% | +156.5% | +160.2% |
| YTD | +256.4% | -12.9% | +269.3% | +273.7% |
| 1Y | +719.8% | +36.2% | +683.5% | +790.0% |
| All | +719.8% | +42.5% | +677.2% | +790.0% |
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