-4.8%
WY vs LUMN
-63.6%
+58.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.0% |
| 7D | +3.1% | -18.2% | +21.3% | +3.3% |
| 30D | +13.0% | -32.5% | +45.5% | +13.4% |
| 3M | -16.8% | -32.4% | +15.6% | -16.5% |
| 6M | -11.2% | -59.3% | +48.2% | -10.0% |
| YTD | -9.1% | -48.6% | +39.6% | -8.2% |
| 1Y | -4.8% | -63.5% | +58.8% | -3.3% |
| All | -4.8% | -63.6% | +58.8% | -3.3% |
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