+475.0%
DINO vs LUMN
-55.8%
+530.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.1% |
| 7D | +2.3% | +2.5% | -0.2% | +2.0% |
| 30D | +22.6% | +10.3% | +12.3% | +21.2% |
| 3M | +55.2% | -18.3% | +73.5% | +58.2% |
| 6M | +93.8% | +4.4% | +89.4% | +90.0% |
| YTD | +139.5% | -10.7% | +150.2% | +136.2% |
| 1Y | +115.3% | +14.0% | +101.4% | +103.3% |
| 3Y | +98.8% | +406.6% | -307.8% | +23.8% |
| 5Y | +333.5% | -36.8% | +370.3% | +339.1% |
| All | +475.0% | -55.8% | +530.8% | +423.0% |
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