-6.4%
MDB vs LBRT
+26.0%
-32.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.6% | -4.3% |
| 7D | -17.4% | +8.7% | -26.2% | -18.3% |
| 30D | -2.0% | +6.6% | -8.6% | -2.9% |
| 3M | -3.0% | -34.5% | +31.5% | +1.7% |
| 6M | +48.7% | -24.5% | +73.2% | +51.5% |
| YTD | -12.1% | +12.7% | -24.9% | -16.7% |
| 1Y | +14.5% | +94.8% | -80.3% | -3.0% |
| All | -6.4% | +26.0% | -32.4% | -21.4% |
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 2023-09-04 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling