+51.0%
NTAP vs LBRT
-31.1%
+82.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.4% | -5.5% | -1.2% |
| 7D | -15.1% | -29.1% | +14.1% | -9.6% |
| 30D | -28.1% | -38.4% | +10.3% | -22.0% |
| 3M | -11.4% | -40.1% | +28.6% | -3.7% |
| 6M | +52.2% | -62.9% | +115.1% | +71.0% |
| YTD | +60.4% | -34.5% | +94.9% | +63.7% |
| 1Y | +51.0% | -30.2% | +81.2% | +52.8% |
| All | +51.0% | -31.1% | +82.1% | +52.8% |
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