-56.0%
USAR vs LUMN
-62.6%
+6.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -11.0% | +1.4% | -4.5% |
| 7D | -29.5% | -16.9% | -12.6% | -23.2% |
| 30D | -46.0% | -32.7% | -13.3% | -35.6% |
| 3M | -56.8% | -34.5% | -22.2% | -48.0% |
| 6M | -72.9% | -56.9% | -16.1% | -61.9% |
| YTD | -37.6% | -48.8% | +11.1% | -17.8% |
| 1Y | -56.0% | -63.4% | +7.3% | -44.2% |
| All | -56.0% | -62.6% | +6.6% | -44.2% |
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