+27.0%
UNH vs LBRT
-25.0%
+52.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -11.2% | +12.4% | +1.3% |
| 7D | +0.6% | -25.3% | +25.9% | +0.9% |
| 30D | +8.1% | -32.9% | +41.0% | +8.8% |
| 3M | +1.1% | -33.3% | +34.4% | +1.7% |
| 6M | +11.7% | -61.0% | +72.7% | +13.5% |
| YTD | +26.5% | -28.0% | +54.5% | +33.6% |
| 1Y | +27.0% | -21.5% | +48.5% | +36.4% |
| All | +27.0% | -25.0% | +52.1% | +36.4% |
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 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