+2,620.0%
MUU vs LBRT
+6.0%
+2,614.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.0% | +10.6% | +10.8% |
| 7D | +17.4% | +8.3% | +9.1% | +10.6% |
| 30D | +24.0% | +6.1% | +17.8% | +17.9% |
| 3M | -23.9% | -34.8% | +10.9% | +5.2% |
| 6M | +284.4% | -24.8% | +309.3% | +369.3% |
| YTD | +583.7% | +12.2% | +571.5% | +515.6% |
| 1Y | +2,981.5% | +94.0% | +2,887.5% | +1,654.3% |
| All | +2,620.0% | +6.0% | +2,614.1% | +2,571.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling