+42.1%
BEN vs LUMN
+42.5%
-0.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +3.6% |
| 7D | +0.2% | +12.1% | -11.9% | -0.5% |
| 30D | -0.5% | +11.3% | -11.9% | -1.3% |
| 3M | +9.7% | -31.6% | +41.3% | +12.2% |
| 6M | +33.9% | -2.7% | +36.6% | +33.8% |
| YTD | +49.0% | -12.9% | +61.8% | +48.4% |
| 1Y | +42.1% | +36.2% | +5.9% | +36.7% |
| All | +42.1% | +42.5% | -0.4% | +36.7% |
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