-22.3%
PINS vs LBRT
-20.3%
-2.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.1% |
| 7D | -6.9% | -15.7% | +8.7% | -5.1% |
| 30D | -11.4% | -34.3% | +22.8% | -6.9% |
| 3M | -22.2% | -40.6% | +18.4% | -17.5% |
| 6M | -10.9% | -62.0% | +51.1% | -0.2% |
| YTD | -26.8% | -31.6% | +4.8% | -26.1% |
| 1Y | -29.8% | -25.8% | -4.0% | -30.2% |
| 3Y | -39.0% | -30.4% | -8.6% | -41.4% |
| 5Y | -58.7% | +18.7% | -77.3% | -64.6% |
| All | -22.3% | -20.3% | -2.1% | -47.9% |
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 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