+390.7%
MUU vs LBRT
-23.4%
+414.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +3.3% | +20.9% | +21.1% |
| 7D | -2.5% | -1.9% | -0.6% | +4.0% |
| 30D | -39.7% | -32.0% | -7.7% | -13.3% |
| 3M | -27.4% | -39.7% | +12.3% | +13.9% |
| 6M | -38.4% | -61.1% | +22.7% | +35.7% |
| YTD | +276.4% | -29.4% | +305.8% | +393.3% |
| 1Y | +390.7% | -24.5% | +415.2% | +518.7% |
| All | +390.7% | -23.4% | +414.1% | +518.7% |
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