+123.2%
INTU vs LBRT
-16.2%
+139.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -4.1% | +13.8% | -18.0% | -5.1% |
| 30D | +12.8% | -32.4% | +45.2% | +15.6% |
| 3M | +2.1% | -39.9% | +42.0% | +5.3% |
| 6M | -11.5% | -60.8% | +49.4% | -5.9% |
| YTD | -47.9% | -29.3% | -18.7% | -48.1% |
| 1Y | -47.7% | -18.9% | -28.8% | -48.7% |
| 3Y | -34.0% | -28.0% | -6.0% | -36.4% |
| 5Y | -43.5% | +26.6% | -70.1% | -49.6% |
| All | +123.2% | -16.2% | +139.4% | +71.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling