+19.7%
TECH vs LBRT
-25.0%
+44.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -11.2% | +11.3% | -0.1% |
| 7D | +0.1% | -25.3% | +25.4% | -0.3% |
| 30D | +0.2% | -32.9% | +33.1% | -0.3% |
| 3M | +1.0% | -33.3% | +34.3% | +0.5% |
| 6M | +33.3% | -61.0% | +94.2% | +30.5% |
| YTD | +24.2% | -28.0% | +52.2% | +18.3% |
| 1Y | +19.7% | -21.5% | +41.2% | +16.3% |
| All | +19.7% | -25.0% | +44.7% | +16.3% |
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