+504.3%
MUU vs LBRT
-25.0%
+529.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -11.2% | -2.8% | -4.9% |
| 7D | -35.9% | -25.3% | -10.5% | -18.3% |
| 30D | -47.1% | -32.9% | -14.3% | -27.1% |
| 3M | -29.8% | -33.3% | +3.5% | -3.6% |
| 6M | +16.0% | -61.0% | +77.0% | +142.9% |
| YTD | +286.1% | -28.0% | +314.1% | +374.5% |
| 1Y | +504.3% | -21.5% | +525.8% | +586.1% |
| All | +504.3% | -25.0% | +529.4% | +586.1% |
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 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