-3.9%
RMD vs LBRT
-17.1%
+13.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.4% |
| 7D | +2.1% | +9.2% | -7.1% | +2.9% |
| 30D | +2.1% | -27.5% | +29.6% | -0.3% |
| 3M | +6.2% | -37.9% | +44.1% | +2.8% |
| 6M | +19.4% | -60.7% | +80.1% | +13.7% |
| YTD | +0.5% | -28.5% | +29.0% | -5.5% |
| 1Y | -3.9% | -13.2% | +9.3% | -9.1% |
| All | -3.9% | -17.1% | +13.2% | -9.1% |
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