+48.8%
NU vs LBRT
+122.3%
-73.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.2% |
| 7D | +7.5% | +8.7% | -1.3% | +6.0% |
| 30D | +6.1% | +6.6% | -0.5% | +4.9% |
| 3M | +26.8% | -34.5% | +61.3% | +34.8% |
| 6M | +2.5% | -24.5% | +27.0% | +5.0% |
| YTD | -8.2% | +12.7% | -20.9% | -13.4% |
| 1Y | +3.4% | +94.8% | -91.5% | -13.6% |
| 3Y | +116.2% | +31.9% | +84.3% | +86.5% |
| All | +48.8% | +122.3% | -73.5% | +5.5% |
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