+87.3%
NTRA vs LBRT
+119.0%
-31.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +2.0% |
| 7D | +1.6% | +10.2% | -8.6% | +1.9% |
| 30D | +3.8% | +4.9% | -1.1% | +3.9% |
| 3M | +48.2% | -21.2% | +69.5% | +47.3% |
| 6M | +61.0% | -19.9% | +80.9% | +58.9% |
| YTD | +44.2% | +20.8% | +23.4% | +39.2% |
| 1Y | +87.3% | +123.5% | -36.3% | +83.7% |
| All | +87.3% | +119.0% | -31.7% | +83.7% |
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