+1,101.8%
NBIS vs LBRT
+29.0%
+1,072.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.1% | -4.5% | -2.7% |
| 7D | +17.8% | +10.2% | +7.6% | +13.4% |
| 30D | +30.5% | +4.9% | +25.7% | +28.5% |
| 3M | +9.2% | -21.2% | +30.4% | +17.9% |
| 6M | +153.2% | -19.9% | +173.1% | +168.8% |
| YTD | +187.1% | +20.8% | +166.4% | +162.3% |
| 1Y | +151.1% | +123.5% | +27.5% | +78.2% |
| All | +1,101.8% | +29.0% | +1,072.7% | +1,227.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling