-2.5%
NVTS vs LBRT
-31.1%
+28.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +5.4% | +4.2% | +6.5% |
| 7D | +1.5% | -29.1% | +30.7% | +21.6% |
| 30D | -23.8% | -38.4% | +14.6% | -1.3% |
| 3M | -30.6% | -40.1% | +9.5% | -9.2% |
| 6M | -48.4% | -62.9% | +14.5% | -12.6% |
| YTD | +20.6% | -34.5% | +55.1% | +54.6% |
| 1Y | -2.5% | -30.2% | +27.7% | +17.7% |
| All | -2.5% | -31.1% | +28.6% | +17.7% |
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