+327.1%
NET vs LBRT
+26.0%
+301.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.4% | -2.2% |
| 7D | -7.0% | +8.7% | -15.7% | -8.4% |
| 30D | -4.8% | +6.6% | -11.4% | -6.0% |
| 3M | +3.8% | -34.5% | +38.3% | +10.8% |
| 6M | +50.0% | -24.5% | +74.5% | +54.3% |
| YTD | +41.5% | +12.7% | +28.8% | +33.8% |
| 1Y | +32.8% | +94.8% | -62.0% | +10.7% |
| All | +327.1% | +26.0% | +301.1% | +246.1% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling