+236.9%
MU vs LBRT
-23.4%
+260.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.3% | +8.6% | +10.3% |
| 7D | +2.0% | -1.9% | +3.9% | +3.6% |
| 30D | -18.0% | -32.0% | +14.1% | -4.0% |
| 3M | -6.6% | -39.7% | +33.1% | +14.0% |
| 6M | +2.0% | -61.1% | +63.1% | +45.8% |
| YTD | +184.5% | -29.4% | +213.8% | +210.4% |
| 1Y | +236.9% | -24.5% | +261.3% | +257.7% |
| All | +236.9% | -23.4% | +260.3% | +257.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling