+20.7%
AMDL vs LBRT
-41.7%
+62.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.9% | -13.7% | -21.2% | -25.8% |
| 7D | -52.7% | -34.8% | -17.9% | -35.7% |
| 30D | -65.3% | -43.6% | -21.7% | -48.0% |
| 3M | -40.8% | -41.2% | +0.4% | -13.4% |
| 6M | -12.9% | -66.1% | +53.2% | +72.7% |
| YTD | +98.0% | -37.9% | +135.9% | +179.2% |
| 1Y | +30.1% | -33.9% | +64.0% | +76.2% |
| All | +20.7% | -41.7% | +62.4% | +63.2% |
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 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