+1,272.2%
MUU vs LBRT
-32.5%
+1,304.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.1% | -6.3% | -6.1% |
| 7D | +24.7% | +9.2% | +15.5% | +16.8% |
| 30D | -35.1% | -27.5% | -7.6% | -12.5% |
| 3M | -44.3% | -37.9% | -6.4% | -16.1% |
| 6M | -44.4% | -60.7% | +16.3% | +17.2% |
| YTD | +244.9% | -28.5% | +273.4% | +357.8% |
| 1Y | +365.6% | -13.2% | +378.8% | +441.9% |
| All | +1,272.2% | -32.5% | +1,304.7% | +1,886.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling