+10.1%
DHR vs LUMN
-63.6%
+73.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | -0.9% | -18.2% | +17.4% | -1.0% |
| 30D | +5.4% | -32.5% | +37.9% | +4.9% |
| 3M | +15.3% | -32.4% | +47.7% | +14.9% |
| 6M | +32.1% | -59.3% | +91.5% | +32.2% |
| YTD | +1.2% | -48.6% | +49.8% | +0.3% |
| 1Y | +10.1% | -63.5% | +73.6% | +8.1% |
| All | +10.1% | -63.6% | +73.7% | +8.1% |
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