+6.9%
NI vs LBRT
+106.9%
-100.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.9% | -2.7% | +1.1% |
| 7D | +2.3% | +6.9% | -4.6% | +2.1% |
| 30D | -1.7% | +7.8% | -9.5% | -1.9% |
| 3M | -8.0% | -25.3% | +17.3% | -7.6% |
| 6M | -8.6% | -19.6% | +10.9% | -8.4% |
| YTD | +2.3% | +17.2% | -14.8% | +1.5% |
| 1Y | +6.9% | +114.1% | -107.1% | +3.2% |
| All | +6.9% | +106.9% | -100.0% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling