+404.7%
ADI vs LBRT
-19.0%
+423.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.2% |
| 7D | -6.3% | -15.7% | +9.4% | -3.6% |
| 30D | -3.2% | -34.3% | +31.1% | +3.7% |
| 3M | +2.8% | -40.6% | +43.4% | +11.7% |
| 6M | -5.0% | -62.0% | +57.0% | +10.2% |
| YTD | +46.3% | -31.6% | +77.9% | +52.8% |
| 1Y | +71.6% | -25.8% | +97.4% | +76.4% |
| 3Y | +139.2% | -30.4% | +169.5% | +138.7% |
| 5Y | +136.4% | +18.7% | +117.7% | +108.4% |
| All | +404.7% | -19.0% | +423.7% | +263.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling