+28.0%
NBIS vs LBRT
-25.0%
+53.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -11.2% | +4.5% | -0.3% |
| 7D | -22.4% | -25.3% | +2.9% | -8.5% |
| 30D | -39.1% | -32.9% | -6.3% | -23.9% |
| 3M | -37.3% | -33.3% | -4.0% | -21.3% |
| 6M | -19.8% | -61.0% | +41.2% | +24.9% |
| YTD | +69.1% | -28.0% | +97.1% | +79.7% |
| 1Y | +28.0% | -21.5% | +49.5% | +21.0% |
| All | +28.0% | -25.0% | +53.1% | +21.0% |
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