+175.1%
NTRA vs LBRT
+138.4%
+36.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +1.5% |
| 7D | +1.6% | +10.2% | -8.6% | +0.4% |
| 30D | +3.8% | +4.9% | -1.1% | +3.0% |
| 3M | +48.2% | -21.2% | +69.5% | +51.4% |
| 6M | +61.0% | -19.9% | +80.9% | +62.4% |
| YTD | +44.2% | +20.8% | +23.4% | +35.6% |
| 1Y | +87.3% | +123.5% | -36.3% | +56.8% |
| 3Y | +509.4% | +30.9% | +478.5% | +432.7% |
| 5Y | +175.1% | +136.3% | +38.8% | +133.6% |
| All | +175.1% | +138.4% | +36.7% | +133.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling