-7.8%
NVTS vs LBRT
+45.7%
-53.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +5.8% |
| 7D | +2.7% | +8.7% | -6.0% | -0.3% |
| 30D | -4.5% | +6.6% | -11.1% | -6.7% |
| 3M | -61.5% | -34.5% | -27.1% | -55.7% |
| 6M | +28.0% | -24.5% | +52.5% | +40.3% |
| YTD | +65.3% | +12.7% | +52.5% | +58.7% |
| 1Y | +113.0% | +94.8% | +18.2% | +68.7% |
| 3Y | +34.7% | +31.9% | +2.8% | +15.2% |
| All | -7.8% | +45.7% | -53.5% | -22.5% |
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