-33.9%
INTU vs LBRT
-30.4%
-3.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +0.6% |
| 7D | -1.2% | -15.7% | +14.4% | -1.5% |
| 30D | +12.4% | -34.3% | +46.7% | +12.1% |
| 3M | +2.3% | -40.6% | +42.9% | +2.0% |
| 6M | -13.3% | -62.0% | +48.7% | -12.0% |
| YTD | -47.9% | -31.6% | -16.3% | -49.8% |
| 1Y | -47.2% | -25.8% | -21.4% | -49.6% |
| 3Y | -33.9% | -30.4% | -3.5% | -40.0% |
| All | -33.9% | -30.4% | -3.5% | -40.0% |
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