+59.2%
BNY vs LBRT
+110.8%
-51.6%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.9% | +0.3% |
| 7D | -1.1% | +2.3% | -3.4% | -1.2% |
| 30D | +1.4% | -2.9% | +4.3% | +1.5% |
| 3M | +16.8% | -26.1% | +42.9% | +17.8% |
| 6M | +42.0% | -26.2% | +68.1% | +42.9% |
| YTD | +41.9% | +13.7% | +28.3% | +40.5% |
| 1Y | +59.2% | +93.6% | -34.4% | +60.2% |
| All | +59.2% | +110.8% | -51.6% | +60.2% |
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 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