+607.2%
NBIS vs LBRT
-24.4%
+631.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +8.1% | +1.1% | +5.5% |
| 7D | 0.0% | -11.9% | +12.0% | +6.2% |
| 30D | -36.0% | -31.9% | -4.1% | -24.1% |
| 3M | -24.7% | -34.9% | +10.1% | -8.9% |
| 6M | -20.1% | -60.7% | +40.6% | +14.9% |
| YTD | +69.0% | -29.2% | +98.2% | +94.4% |
| 1Y | +27.1% | -23.6% | +50.7% | +42.8% |
| All | +607.2% | -24.4% | +631.6% | +883.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling