+91.5%
HALO vs LBRT
-25.0%
+116.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -11.2% | +12.5% | +0.5% |
| 7D | +0.2% | -25.3% | +25.6% | -1.9% |
| 30D | +20.3% | -32.9% | +53.2% | +16.8% |
| 3M | +56.6% | -33.3% | +89.9% | +52.1% |
| 6M | +101.9% | -61.0% | +162.8% | +90.4% |
| YTD | +93.7% | -28.0% | +121.7% | +85.5% |
| 1Y | +91.5% | -21.5% | +113.0% | +82.9% |
| All | +91.5% | -25.0% | +116.6% | +82.9% |
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 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