+111.1%
DINO vs LUMN
+42.5%
+68.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.7% |
| 7D | +5.7% | +12.1% | -6.4% | +5.5% |
| 30D | +27.8% | +11.3% | +16.5% | +27.6% |
| 3M | +45.6% | -31.6% | +77.2% | +45.3% |
| 6M | +88.5% | -2.7% | +91.2% | +87.6% |
| YTD | +134.1% | -12.9% | +147.0% | +131.3% |
| 1Y | +111.1% | +36.2% | +74.9% | +107.4% |
| All | +111.1% | +42.5% | +68.6% | +107.4% |
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