-38.1%
INTU vs LBRT
+25.4%
-63.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -3.4% |
| 7D | -7.1% | +8.3% | -15.3% | -7.2% |
| 30D | +1.5% | +6.1% | -4.7% | +1.2% |
| 3M | +10.7% | -34.8% | +45.4% | +12.4% |
| 6M | -23.8% | -24.8% | +1.0% | -23.5% |
| YTD | -49.3% | +12.2% | -61.5% | -51.0% |
| 1Y | -49.7% | +94.0% | -143.6% | -54.5% |
| All | -38.1% | +25.4% | -63.5% | -44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling