+719.8%
MU vs LBRT
+101.6%
+618.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +5.6% |
| 7D | +9.0% | +8.7% | +0.2% | +6.2% |
| 30D | +13.8% | +6.6% | +7.2% | +11.4% |
| 3M | +2.1% | -34.5% | +36.6% | +14.0% |
| 6M | +153.8% | -24.5% | +178.3% | +172.7% |
| YTD | +256.4% | +12.7% | +243.7% | +250.3% |
| 1Y | +719.8% | +94.8% | +624.9% | +695.2% |
| All | +719.8% | +101.6% | +618.1% | +695.2% |
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