+248.8%
NBIS vs LUMN
+42.5%
+206.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.0% | +9.5% | +8.6% |
| 7D | +8.2% | +12.1% | -3.9% | +1.2% |
| 30D | +3.4% | +11.3% | -8.0% | -3.4% |
| 3M | -12.8% | -31.6% | +18.8% | +6.1% |
| 6M | +131.5% | -2.7% | +134.3% | +133.8% |
| YTD | +170.5% | -12.9% | +183.3% | +179.8% |
| 1Y | +248.8% | +36.2% | +212.6% | +126.8% |
| All | +248.8% | +42.5% | +206.2% | +126.8% |
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 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