+73.8%
IWF vs LBRT
+116.2%
-42.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -0.8% |
| 7D | +1.5% | +6.9% | -5.4% | +0.7% |
| 30D | -1.3% | +7.8% | -9.1% | -2.3% |
| 3M | +0.1% | -25.3% | +25.4% | +2.9% |
| 6M | +10.3% | -19.6% | +29.8% | +11.7% |
| YTD | +4.2% | +17.2% | -13.0% | +0.1% |
| 1Y | +9.3% | +114.1% | -104.8% | -3.9% |
| 3Y | +79.3% | +27.0% | +52.3% | +63.5% |
| 5Y | +73.8% | +128.3% | -54.5% | +45.6% |
| All | +73.8% | +116.2% | -42.4% | +45.6% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling