-16.7%
TRI vs LBRT
-25.0%
+8.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -11.2% | +17.6% | +4.6% |
| 7D | +1.0% | -25.3% | +26.3% | -3.0% |
| 30D | +20.8% | -32.9% | +53.6% | +15.2% |
| 3M | +8.1% | -33.3% | +41.4% | +3.0% |
| 6M | +24.2% | -61.0% | +85.1% | +16.3% |
| YTD | -7.8% | -28.0% | +20.2% | -9.9% |
| 1Y | -16.7% | -21.5% | +4.8% | -17.8% |
| All | -16.7% | -25.0% | +8.4% | -17.8% |
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