+2,538.2%
MUU vs LBRT
+10.6%
+2,527.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.9% | -6.9% | -6.0% |
| 7D | +13.9% | +6.9% | +7.0% | +8.2% |
| 30D | +24.8% | +7.8% | +17.0% | +17.3% |
| 3M | -15.7% | -25.3% | +9.5% | +2.8% |
| 6M | +338.9% | -19.6% | +358.4% | +406.7% |
| YTD | +563.2% | +17.2% | +546.0% | +477.1% |
| 1Y | +2,577.5% | +114.1% | +2,463.4% | +1,306.3% |
| All | +2,538.2% | +10.6% | +2,527.6% | +2,404.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling