+65.1%
TNA vs LUMN
+42.5%
+22.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.3% |
| 7D | -0.1% | +12.1% | -12.2% | -3.7% |
| 30D | -4.9% | +11.3% | -16.3% | -8.4% |
| 3M | +0.4% | -31.6% | +32.0% | +11.9% |
| 6M | +32.5% | -2.7% | +35.3% | +33.0% |
| YTD | +53.7% | -12.9% | +66.6% | +55.1% |
| 1Y | +65.1% | +36.2% | +28.9% | +56.1% |
| All | +65.1% | +42.5% | +22.6% | +56.1% |
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