+360.5%
BE vs LUMN
+42.5%
+318.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.0% | +9.4% | +8.2% |
| 7D | +20.0% | +12.1% | +7.9% | +14.2% |
| 30D | +7.9% | +11.3% | -3.4% | +2.4% |
| 3M | -13.2% | -31.6% | +18.4% | 0.0% |
| 6M | +53.5% | -2.7% | +56.2% | +54.6% |
| YTD | +191.0% | -12.9% | +203.9% | +196.2% |
| 1Y | +360.5% | +36.2% | +324.3% | +338.3% |
| All | +360.5% | +42.5% | +318.0% | +338.3% |
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