+58.9%
BNY vs LBRT
+100.7%
-41.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.3% |
| 7D | +1.4% | +8.3% | -6.8% | +1.1% |
| 30D | +3.8% | +6.1% | -2.3% | +3.6% |
| 3M | +14.9% | -34.8% | +49.7% | +16.4% |
| 6M | +40.3% | -24.8% | +65.2% | +41.1% |
| YTD | +43.8% | +12.2% | +31.5% | +42.6% |
| 1Y | +58.9% | +94.0% | -35.1% | +59.9% |
| All | +58.9% | +100.7% | -41.8% | +59.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling