-10.8%
NVTS vs LBRT
-25.0%
+14.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -11.2% | +20.2% | +14.7% |
| 7D | -0.3% | -25.3% | +25.0% | +15.4% |
| 30D | -24.4% | -32.9% | +8.5% | -7.3% |
| 3M | -26.5% | -33.3% | +6.8% | -10.0% |
| 6M | -41.4% | -61.0% | +19.6% | -5.0% |
| YTD | +30.7% | -28.0% | +58.7% | +58.2% |
| 1Y | -10.8% | -21.5% | +10.7% | +0.8% |
| All | -10.8% | -25.0% | +14.2% | +0.8% |
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