-76.6%
PLTD vs LUMN
+6.8%
-83.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -0.2% |
| 7D | +4.2% | +2.5% | +1.7% | +5.0% |
| 30D | +0.7% | +10.3% | -9.6% | +3.7% |
| 3M | -32.4% | -18.3% | -14.1% | -35.4% |
| 6M | -26.2% | +4.4% | -30.6% | -22.1% |
| YTD | -17.0% | -10.7% | -6.3% | -14.3% |
| 1Y | -26.7% | +14.0% | -40.6% | -13.2% |
| All | -76.6% | +6.8% | -83.4% | -69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling