+100.3%
HIG vs LBRT
+27.1%
+73.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.9% | -5.9% | -2.1% |
| 7D | -1.1% | +6.9% | -8.0% | -1.4% |
| 30D | -4.9% | +7.8% | -12.7% | -5.3% |
| 3M | +6.8% | -25.3% | +32.1% | +8.1% |
| 6M | -1.7% | -19.6% | +17.9% | -1.3% |
| YTD | -0.2% | +17.2% | -17.4% | -2.9% |
| 1Y | +5.7% | +114.1% | -108.4% | -3.8% |
| 3Y | +100.3% | +27.0% | +73.3% | +87.7% |
| All | +100.3% | +27.1% | +73.2% | +87.7% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling