+15.2%
BND vs LBRT
+38.7%
-23.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -4.0% | -0.1% |
| 7D | +0.1% | +6.9% | -6.8% | +0.2% |
| 30D | -0.4% | +7.8% | -8.2% | -0.3% |
| 3M | -0.2% | -25.3% | +25.0% | -0.3% |
| 6M | -1.2% | -19.6% | +18.4% | -1.2% |
| YTD | -0.3% | +17.2% | -17.5% | -0.2% |
| 1Y | +0.4% | +114.1% | -113.7% | +0.8% |
| 3Y | +13.4% | +27.0% | -13.6% | +13.7% |
| 5Y | -1.5% | +128.3% | -129.8% | -0.9% |
| All | +15.2% | +38.7% | -23.5% | +14.0% |
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