+7.1%
USAR vs LUMN
+11.9%
-4.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.9% | -3.5% |
| 7D | -11.6% | +2.5% | -14.2% | -12.3% |
| 30D | -15.5% | +10.3% | -25.8% | -17.8% |
| 3M | -31.0% | -18.3% | -12.8% | -28.2% |
| 6M | -26.2% | +4.4% | -30.6% | -23.8% |
| YTD | +30.8% | -10.7% | +41.4% | +34.7% |
| 1Y | +7.1% | +14.0% | -6.9% | +10.1% |
| All | +7.1% | +11.9% | -4.8% | +10.1% |
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