-2.3%
TT vs LBRT
-25.2%
+22.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +8.1% | -3.4% | +3.6% |
| 7D | +1.7% | -11.9% | +13.7% | +3.1% |
| 30D | -11.8% | -31.9% | +20.1% | -8.2% |
| 3M | -12.6% | -34.9% | +22.3% | -8.7% |
| 6M | -9.4% | -60.7% | +51.3% | 0.0% |
| YTD | +8.8% | -29.2% | +38.0% | +3.5% |
| All | -2.3% | -25.2% | +22.9% | -7.6% |
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