+133.8%
ADI vs LBRT
+28.1%
+105.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.8% | -3.0% |
| 7D | +9.5% | +9.2% | +0.3% | +7.7% |
| 30D | -1.4% | -27.5% | +26.1% | +4.1% |
| 3M | +4.7% | -37.9% | +42.6% | +13.3% |
| 6M | -7.4% | -60.7% | +53.3% | +7.2% |
| YTD | +48.1% | -28.5% | +76.6% | +53.6% |
| 1Y | +69.6% | -13.2% | +82.9% | +70.1% |
| 3Y | +144.4% | -28.8% | +173.1% | +141.0% |
| All | +133.8% | +28.1% | +105.7% | +111.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling