+1,022.8%
NBIS vs LUMN
-7.6%
+1,030.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -2.6% |
| 7D | -0.8% | +2.5% | -3.3% | -2.3% |
| 30D | -13.4% | +10.3% | -23.7% | -18.2% |
| 3M | +1.0% | -18.3% | +19.3% | +12.5% |
| 6M | +100.5% | +4.4% | +96.1% | +94.7% |
| YTD | +168.3% | -10.7% | +178.9% | +174.6% |
| 1Y | +151.8% | +14.0% | +137.8% | +108.8% |
| All | +1,022.8% | -7.6% | +1,030.3% | +814.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling