+153.3%
MP vs LBRT
+25.4%
+127.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.2% |
| 7D | -2.9% | +8.3% | -11.1% | -4.3% |
| 30D | +13.8% | +6.1% | +7.7% | +12.6% |
| 3M | -16.7% | -34.8% | +18.1% | -11.3% |
| 6M | -11.5% | -24.8% | +13.3% | -8.7% |
| YTD | +7.9% | +12.2% | -4.3% | +3.3% |
| 1Y | -15.0% | +94.0% | -109.0% | -27.8% |
| All | +153.3% | +25.4% | +127.9% | +138.1% |
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