+2,622.7%
NVDL vs LBRT
+54.6%
+2,568.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -4.9% | -2.9% |
| 7D | -0.8% | +10.2% | -11.0% | -4.3% |
| 30D | +3.4% | +4.9% | -1.5% | +1.6% |
| 3M | +8.1% | -21.2% | +29.3% | +15.4% |
| 6M | +31.9% | -19.9% | +51.8% | +37.7% |
| YTD | +21.1% | +20.8% | +0.3% | +7.6% |
| 1Y | +34.0% | +123.5% | -89.5% | -8.0% |
| 3Y | +677.9% | +30.9% | +647.0% | +545.9% |
| All | +2,622.7% | +54.6% | +2,568.1% | +2,130.4% |
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