+69.5%
NI vs LBRT
+21.3%
+48.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | +2.0% | +8.7% | -6.7% | +1.6% |
| 30D | -3.5% | +6.6% | -10.1% | -3.9% |
| 3M | -9.1% | -34.5% | +25.3% | -7.4% |
| 6M | -11.8% | -24.5% | +12.7% | -11.0% |
| YTD | +1.1% | +12.7% | -11.6% | -0.6% |
| 1Y | +6.7% | +94.8% | -88.1% | +0.5% |
| All | +69.5% | +21.3% | +48.2% | +57.9% |
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