+479.4%
NBIS vs LBRT
-23.6%
+503.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.1% | -11.0% | -10.4% |
| 7D | -10.5% | +9.2% | -19.7% | -13.8% |
| 30D | -37.7% | -27.5% | -10.2% | -28.1% |
| 3M | -54.6% | -37.9% | -16.7% | -43.9% |
| 6M | -44.1% | -60.7% | +16.6% | -19.6% |
| YTD | +38.4% | -28.5% | +66.9% | +58.7% |
| 1Y | +30.7% | -13.2% | +44.0% | +40.5% |
| All | +479.4% | -23.6% | +503.0% | +703.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling