-84.3%
FRMI vs LBRT
+69.5%
-153.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.0% | +4.3% | +5.2% |
| 7D | +2.4% | +8.3% | -5.9% | +1.4% |
| 30D | -17.3% | +6.1% | -23.4% | -17.8% |
| 3M | -17.2% | -34.8% | +17.6% | -11.0% |
| 6M | -43.4% | -24.8% | -18.5% | -41.2% |
| YTD | -36.0% | +12.2% | -48.2% | -36.6% |
| All | -84.3% | +69.5% | -153.8% | -82.0% |
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 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