-27.5%
IBIT vs LBRT
+101.6%
-129.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -2.5% |
| 7D | +3.0% | +8.7% | -5.7% | +2.8% |
| 30D | +23.1% | +6.6% | +16.5% | +22.6% |
| 3M | +25.6% | -34.5% | +60.0% | +28.2% |
| 6M | +9.1% | -24.5% | +33.6% | +10.2% |
| YTD | -8.9% | +12.7% | -21.6% | -10.7% |
| 1Y | -27.5% | +94.8% | -122.3% | -29.1% |
| All | -27.5% | +101.6% | -129.1% | -29.1% |
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