+28.6%
NBIS vs LUMN
-60.4%
+89.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +8.3% | +1.0% | +4.0% |
| 7D | 0.0% | -10.6% | +10.6% | +7.8% |
| 30D | -36.0% | -18.2% | -17.8% | -27.0% |
| 3M | -24.7% | -30.8% | +6.0% | -6.8% |
| 6M | -20.1% | -49.1% | +28.9% | +17.6% |
| YTD | +69.0% | -44.4% | +113.4% | +127.2% |
| All | +28.6% | -60.4% | +89.0% | +90.6% |
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