+248.8%
NBIS vs LBRT
+100.7%
+148.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.0% | +6.5% | +7.2% |
| 7D | +8.2% | +8.3% | 0.0% | +5.5% |
| 30D | +3.4% | +6.1% | -2.8% | +1.7% |
| 3M | -12.8% | -34.8% | +21.9% | -5.2% |
| 6M | +131.5% | -24.8% | +156.4% | +144.4% |
| YTD | +170.5% | +12.2% | +158.2% | +173.8% |
| 1Y | +248.8% | +94.0% | +154.8% | +333.4% |
| All | +248.8% | +100.7% | +148.1% | +333.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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