+127.4%
ADI vs LBRT
-38.0%
+165.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.4% | -4.7% | -0.4% |
| 7D | -12.8% | -29.1% | +16.3% | -6.8% |
| 30D | -11.3% | -38.4% | +27.0% | -2.7% |
| 3M | -3.4% | -40.1% | +36.7% | +6.5% |
| 6M | -12.0% | -62.9% | +50.9% | +5.1% |
| YTD | +35.3% | -34.5% | +69.8% | +43.1% |
| 1Y | +58.1% | -30.2% | +88.3% | +64.7% |
| 3Y | +127.4% | -37.5% | +164.8% | +130.2% |
| All | +127.4% | -38.0% | +165.3% | +130.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling