-44.6%
PNR vs LBRT
+101.6%
-146.2%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | +0.3% |
| 7D | -2.4% | +8.7% | -11.1% | -2.5% |
| 30D | -12.8% | +6.6% | -19.4% | -13.0% |
| 3M | -17.0% | -34.5% | +17.5% | -16.2% |
| 6M | -37.4% | -24.5% | -12.9% | -37.4% |
| YTD | -41.6% | +12.7% | -54.3% | -43.0% |
| 1Y | -44.6% | +94.8% | -139.5% | -47.5% |
| All | -44.6% | +101.6% | -146.2% | -47.5% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling