-49.7%
INTU vs LBRT
+101.6%
-151.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.8% | -3.2% |
| 7D | -7.1% | +8.7% | -15.8% | -6.3% |
| 30D | +1.5% | +6.6% | -5.2% | +2.1% |
| 3M | +10.7% | -34.5% | +45.1% | +8.7% |
| 6M | -23.8% | -24.5% | +0.7% | -24.8% |
| YTD | -49.3% | +12.7% | -62.0% | -50.2% |
| 1Y | -49.7% | +94.8% | -144.5% | -52.4% |
| All | -49.7% | +101.6% | -151.3% | -52.4% |
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