-14.4%
TEM vs LUMN
-62.6%
+48.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -11.0% | +4.1% | -4.1% |
| 7D | -9.5% | -16.9% | +7.4% | -5.3% |
| 30D | -2.2% | -32.7% | +30.5% | +7.2% |
| 3M | +50.8% | -34.5% | +85.4% | +64.8% |
| 6M | +30.3% | -56.9% | +87.1% | +56.7% |
| YTD | +19.3% | -48.8% | +68.0% | +35.4% |
| 1Y | -14.4% | -63.4% | +49.0% | -0.6% |
| All | -14.4% | -62.6% | +48.2% | -0.6% |
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