+33.6%
WELL vs LUMN
-62.6%
+96.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -11.0% | +9.9% | -1.3% |
| 7D | +5.3% | -16.9% | +22.2% | +4.8% |
| 30D | +8.7% | -32.7% | +41.4% | +7.8% |
| 3M | +3.8% | -34.5% | +38.4% | +3.0% |
| 6M | +15.4% | -56.9% | +72.2% | +14.0% |
| YTD | +33.7% | -48.8% | +82.4% | +30.7% |
| 1Y | +33.6% | -63.4% | +97.0% | +29.2% |
| All | +33.6% | -62.6% | +96.3% | +29.2% |
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