+38,767.3%
ADI vs LUMN
+156.1%
+38,611.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +2.9% | +4.5% |
| 7D | +4.6% | +2.5% | +2.1% | +4.0% |
| 30D | -1.2% | +10.3% | -11.5% | -3.3% |
| 3M | -7.8% | -18.3% | +10.4% | -4.4% |
| 6M | +19.3% | +4.4% | +15.0% | +16.6% |
| YTD | +40.9% | -10.7% | +51.6% | +39.1% |
| 1Y | +54.5% | +14.0% | +40.5% | +41.8% |
| 3Y | +123.4% | +406.6% | -283.1% | +7.6% |
| 5Y | +142.3% | -36.8% | +179.1% | +104.3% |
| 10Y | +664.1% | -56.2% | +720.3% | +523.3% |
| All | +38,767.3% | +156.1% | +38,611.2% | +14,772.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling