+155.5%
EWT vs LBRT
-28.3%
+183.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +8.1% | -0.9% | +5.9% |
| 7D | -5.0% | -11.9% | +6.9% | -3.3% |
| 30D | -16.3% | -31.9% | +15.6% | -11.9% |
| 3M | -7.2% | -34.9% | +27.7% | -1.9% |
| 6M | -0.5% | -60.7% | +60.2% | +11.4% |
| YTD | +50.6% | -29.2% | +79.8% | +54.7% |
| 1Y | +54.8% | -23.6% | +78.5% | +57.1% |
| 3Y | +155.5% | -26.8% | +182.3% | +150.4% |
| All | +155.5% | -28.3% | +183.8% | +150.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling