+35.3%
MAS vs LBRT
+115.1%
-79.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.7% |
| 7D | -0.8% | +8.7% | -9.5% | -1.5% |
| 30D | -5.6% | +6.6% | -12.2% | -6.2% |
| 3M | +4.4% | -34.5% | +38.9% | +8.0% |
| 6M | +7.2% | -24.5% | +31.7% | +8.7% |
| YTD | +16.1% | +12.7% | +3.4% | +11.8% |
| 1Y | +0.1% | +94.8% | -94.7% | -11.1% |
| 3Y | +28.3% | +31.9% | -3.6% | +16.8% |
| All | +35.3% | +115.1% | -79.9% | +13.5% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling