+1,119.4%
NBIS vs LBRT
+25.2%
+1,094.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +3.9% | +3.8% | +6.1% |
| 7D | +22.2% | +6.9% | +15.3% | +19.1% |
| 30D | +29.7% | +7.8% | +21.9% | +26.4% |
| 3M | +11.9% | -25.3% | +37.1% | +23.2% |
| 6M | +173.0% | -19.6% | +192.6% | +189.9% |
| YTD | +191.4% | +17.2% | +174.2% | +169.5% |
| 1Y | +280.7% | +114.1% | +166.6% | +174.8% |
| All | +1,119.4% | +25.2% | +1,094.2% | +1,264.0% |
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 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