+651.5%
ADI vs LUMN
-55.8%
+707.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +2.9% | +4.6% |
| 7D | +4.6% | +2.5% | +2.1% | +4.3% |
| 30D | -1.2% | +10.3% | -11.5% | -2.3% |
| 3M | -7.8% | -18.3% | +10.4% | -6.0% |
| 6M | +19.3% | +4.4% | +15.0% | +18.1% |
| YTD | +40.9% | -10.7% | +51.6% | +40.3% |
| 1Y | +54.5% | +14.0% | +40.5% | +48.1% |
| 3Y | +123.4% | +406.6% | -283.1% | +56.0% |
| 5Y | +142.3% | -36.8% | +179.1% | +142.7% |
| All | +651.5% | -55.8% | +707.3% | +578.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling