-45.2%
INTU vs LBRT
-25.0%
-20.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -11.2% | +14.7% | +1.0% |
| 7D | +8.7% | -25.3% | +34.0% | +2.5% |
| 30D | +25.9% | -32.9% | +58.7% | +17.1% |
| 3M | +10.7% | -33.3% | +44.0% | +3.1% |
| 6M | -11.6% | -61.0% | +49.4% | -22.4% |
| YTD | -45.4% | -28.0% | -17.4% | -49.4% |
| 1Y | -45.2% | -21.5% | -23.7% | -49.9% |
| All | -45.2% | -25.0% | -20.2% | -49.9% |
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