-47.5%
INTU vs LBRT
-25.2%
-22.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.1% | -9.1% | +0.7% |
| 7D | -3.9% | -11.9% | +8.0% | -6.1% |
| 30D | +11.7% | -31.9% | +43.7% | +4.4% |
| 3M | +4.5% | -34.9% | +39.3% | -2.9% |
| 6M | -13.9% | -60.7% | +46.8% | -24.3% |
| YTD | -48.2% | -29.2% | -19.0% | -52.1% |
| All | -47.5% | -25.2% | -22.3% | -52.2% |
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 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