+1.9%
USHY vs LUMN
-63.6%
+65.5%
-2.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -0.3% | -18.2% | +18.0% | +0.1% |
| 30D | 0.0% | -32.5% | +32.5% | +0.7% |
| 3M | -1.8% | -32.4% | +30.6% | -1.2% |
| 6M | -1.0% | -59.3% | +58.3% | +0.4% |
| YTD | +0.5% | -48.6% | +49.1% | +1.2% |
| 1Y | +1.9% | -63.5% | +65.4% | +3.1% |
| All | +1.9% | -63.6% | +65.5% | +3.1% |
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