+65.2%
TD vs LBRT
+99.1%
-34.0%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.8% | -1.4% |
| 7D | +0.3% | +8.7% | -8.4% | 0.0% |
| 30D | +0.4% | +6.6% | -6.2% | +0.2% |
| 3M | +7.6% | -34.5% | +42.1% | +8.7% |
| 6M | +25.0% | -24.5% | +49.5% | +25.4% |
| YTD | +31.0% | +12.7% | +18.3% | +28.9% |
| All | +65.2% | +99.1% | -34.0% | +60.6% |
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 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