+18.5%
GRMN vs LBRT
+101.6%
-83.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | 0.0% |
| 7D | -2.9% | +8.7% | -11.6% | -2.8% |
| 30D | -8.4% | +6.6% | -15.0% | -8.3% |
| 3M | +15.0% | -34.5% | +49.5% | +15.6% |
| 6M | +11.2% | -24.5% | +35.7% | +11.3% |
| YTD | +37.7% | +12.7% | +25.0% | +35.4% |
| 1Y | +18.5% | +94.8% | -76.4% | +13.9% |
| All | +18.5% | +101.6% | -83.1% | +13.9% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling