+117.9%
BTSG vs LBRT
-25.0%
+142.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -11.2% | +11.2% | +0.3% |
| 7D | +17.4% | -25.3% | +42.7% | +18.3% |
| 30D | +12.6% | -32.9% | +45.5% | +13.8% |
| 3M | +11.2% | -33.3% | +44.5% | +12.6% |
| 6M | +30.4% | -61.0% | +91.3% | +35.0% |
| YTD | +86.4% | -28.0% | +114.4% | +79.5% |
| 1Y | +117.9% | -21.5% | +139.4% | +100.6% |
| All | +117.9% | -25.0% | +142.9% | +100.6% |
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