+13.5%
TEAM vs LUMN
-62.6%
+76.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -11.0% | +7.5% | -2.5% |
| 7D | -10.2% | -16.9% | +6.7% | -8.8% |
| 30D | -5.5% | -32.7% | +27.1% | -2.5% |
| 3M | +61.7% | -34.5% | +96.3% | +67.0% |
| 6M | +98.5% | -56.9% | +155.4% | +109.8% |
| YTD | +13.0% | -48.8% | +61.8% | +19.5% |
| 1Y | +13.5% | -63.4% | +76.9% | +23.5% |
| All | +13.5% | -62.6% | +76.1% | +23.5% |
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 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