+58.1%
MP vs LBRT
+115.1%
-57.0%
-82.0%
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 | +1.4% | +1.5% | -0.1% | +1.0% |
| 7D | -2.9% | +8.7% | -11.6% | -5.2% |
| 30D | +13.8% | +6.6% | +7.2% | +11.7% |
| 3M | -16.7% | -34.5% | +17.8% | -7.5% |
| 6M | -11.5% | -24.5% | +13.0% | -6.9% |
| YTD | +7.9% | +12.7% | -4.8% | 0.0% |
| 1Y | -15.0% | +94.8% | -109.9% | -35.4% |
| 3Y | +153.5% | +31.9% | +121.7% | +104.4% |
| All | +58.1% | +115.1% | -57.0% | -6.8% |
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