+58.1%
ADI vs LUMN
-63.6%
+121.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.7% |
| 7D | -12.8% | -18.2% | +5.4% | -10.1% |
| 30D | -11.3% | -32.5% | +21.1% | -6.4% |
| 3M | -3.4% | -32.4% | +29.0% | +1.8% |
| 6M | -12.0% | -59.3% | +47.3% | -2.3% |
| YTD | +35.3% | -48.6% | +83.9% | +45.8% |
| 1Y | +58.1% | -63.5% | +121.6% | +78.6% |
| All | +58.1% | -63.6% | +121.7% | +78.6% |
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