-17.3%
TEM vs LUMN
+42.5%
-59.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +2.0% | +0.4% |
| 7D | +0.9% | +12.1% | -11.2% | -1.8% |
| 30D | +38.4% | +11.3% | +27.0% | +34.8% |
| 3M | +23.7% | -31.6% | +55.3% | +33.2% |
| 6M | +26.0% | -2.7% | +28.7% | +25.9% |
| YTD | +9.4% | -12.9% | +22.3% | +10.3% |
| 1Y | -17.3% | +36.2% | -53.5% | -13.4% |
| All | -17.3% | +42.5% | -59.8% | -13.4% |
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