-40.6%
TECH vs LBRT
+28.1%
-68.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | 0.0% |
| 7D | +0.1% | +9.2% | -9.1% | -0.7% |
| 30D | +0.5% | -27.5% | +28.0% | +3.2% |
| 3M | +1.1% | -37.9% | +39.0% | +5.2% |
| 6M | +62.8% | -60.7% | +123.5% | +76.5% |
| YTD | +24.5% | -28.5% | +53.0% | +24.4% |
| 1Y | +20.6% | -13.2% | +33.9% | +17.6% |
| 3Y | +29.5% | -28.8% | +58.3% | +23.4% |
| All | -40.6% | +28.1% | -68.7% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling