-27.1%
NBR price history and return analytics
+74.2%
-101.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.4% |
| 7D | -0.3% | -1.1% | +0.8% | +1.5% |
| 30D | +1.0% | -1.0% | +2.0% | +2.6% |
| 3M | -11.1% | +3.2% | -14.2% | -16.4% |
| 6M | +15.1% | +12.5% | +2.6% | -10.0% |
| YTD | +66.9% | +14.1% | +52.8% | +26.9% |
| 1Y | +113.2% | +18.9% | +94.3% | +49.6% |
| 3Y | -27.1% | +74.1% | -101.2% | -73.1% |
| All | -27.1% | +74.2% | -101.4% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling