-6.3%
NVTS vs LBRT
+51.4%
-57.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.9% | -2.2% | +0.3% |
| 7D | +9.7% | +6.9% | +2.7% | +7.1% |
| 30D | -13.6% | +7.8% | -21.4% | -16.0% |
| 3M | -51.0% | -25.3% | -25.7% | -46.3% |
| 6M | +46.3% | -19.6% | +65.9% | +56.9% |
| YTD | +68.1% | +17.2% | +50.9% | +59.2% |
| 1Y | +113.9% | +114.1% | -0.2% | +64.0% |
| 3Y | +45.3% | +27.0% | +18.3% | +25.5% |
| All | -6.3% | +51.4% | -57.7% | -22.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling