+84.6%
TGT vs LUMN
+42.5%
+42.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.4% |
| 7D | +0.8% | +12.1% | -11.3% | +0.2% |
| 30D | +12.2% | +11.3% | +0.8% | +11.5% |
| 3M | +33.8% | -31.6% | +65.4% | +36.5% |
| 6M | +39.3% | -2.7% | +42.0% | +39.5% |
| YTD | +72.9% | -12.9% | +85.7% | +72.0% |
| 1Y | +84.6% | +36.2% | +48.3% | +87.9% |
| All | +84.6% | +42.5% | +42.0% | +87.9% |
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