+79.3%
ADI vs LBRT
-25.0%
+104.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -11.2% | +8.0% | -1.0% |
| 7D | -5.1% | -25.3% | +20.2% | +0.1% |
| 30D | -3.1% | -32.9% | +29.8% | +4.1% |
| 3M | +7.1% | -33.3% | +40.5% | +15.1% |
| 6M | +2.9% | -61.0% | +63.9% | +18.2% |
| YTD | +51.1% | -28.0% | +79.1% | +57.9% |
| 1Y | +79.3% | -21.5% | +100.8% | +83.7% |
| All | +79.3% | -25.0% | +104.3% | +83.7% |
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