-95.6%
NBR price history and return analytics
+364.8%
-460.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +1.5% |
| 7D | -2.5% | -2.0% | -0.6% | +0.9% |
| 30D | +2.8% | -1.4% | +4.2% | +5.3% |
| 3M | -11.9% | +4.7% | -16.7% | -19.7% |
| 6M | +12.1% | +11.4% | +0.7% | -10.2% |
| YTD | +66.9% | +13.1% | +53.8% | +30.4% |
| 1Y | +113.3% | +19.0% | +94.3% | +53.4% |
| 3Y | -27.1% | +73.9% | -101.0% | -71.4% |
| 5Y | +6.5% | +65.4% | -58.9% | -52.8% |
| 10Y | -80.5% | +225.4% | -305.9% | -96.3% |
| All | -95.6% | +364.8% | -460.4% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling