+86.3%
HUT vs LBRT
+115.1%
-28.8%
-95.0%
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 | +6.2% | +1.5% | +4.7% | +5.7% |
| 7D | +17.8% | +8.7% | +9.1% | +14.4% |
| 30D | +0.8% | +6.6% | -5.8% | -1.7% |
| 3M | -26.8% | -34.5% | +7.7% | -16.4% |
| 6M | +72.6% | -24.5% | +97.1% | +82.1% |
| YTD | +103.6% | +12.7% | +90.9% | +83.4% |
| 1Y | +265.3% | +94.8% | +170.4% | +166.4% |
| 3Y | +689.4% | +31.9% | +657.6% | +527.3% |
| All | +86.3% | +115.1% | -28.8% | +33.2% |
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