+3,149.3%
NTRA vs LBRT
+33.5%
+3,115.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | +0.6% | +8.7% | -8.1% | -0.7% |
| 30D | +19.5% | +6.6% | +12.9% | +18.0% |
| 3M | +47.8% | -34.5% | +82.2% | +56.1% |
| 6M | +61.6% | -24.5% | +86.1% | +65.1% |
| YTD | +43.3% | +12.7% | +30.5% | +35.9% |
| 1Y | +97.0% | +94.8% | +2.2% | +67.4% |
| 3Y | +424.9% | +31.9% | +393.1% | +357.9% |
| 5Y | +165.2% | +111.8% | +53.3% | +104.9% |
| All | +3,149.3% | +33.5% | +3,115.8% | +1,957.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling