+12.9%
HAS vs LBRT
+115.1%
-102.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | -1.8% | +8.7% | -10.5% | -2.8% |
| 30D | +2.3% | +6.6% | -4.3% | +1.4% |
| 3M | +10.4% | -34.5% | +44.8% | +15.1% |
| 6M | -3.2% | -24.5% | +21.3% | -1.2% |
| YTD | +15.4% | +12.7% | +2.7% | +11.5% |
| 1Y | +18.8% | +94.8% | -76.0% | +5.7% |
| 3Y | +43.9% | +31.9% | +12.1% | +31.1% |
| All | +12.9% | +115.1% | -102.2% | -5.4% |
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 2021-09-04 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling