+70.8%
NVT vs LUMN
+11.9%
+58.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.9% | +2.7% | +4.3% |
| 7D | +4.1% | +2.5% | +1.6% | +3.6% |
| 30D | -5.1% | +10.3% | -15.5% | -6.8% |
| 3M | -1.2% | -18.3% | +17.1% | +1.6% |
| 6M | +46.6% | +4.4% | +42.2% | +46.2% |
| YTD | +60.0% | -10.7% | +70.7% | +61.1% |
| 1Y | +70.8% | +14.0% | +56.8% | +60.3% |
| All | +70.8% | +11.9% | +58.9% | +60.3% |
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