+41.2%
USB vs LBRT
+115.1%
-74.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.5% |
| 7D | +1.4% | +8.7% | -7.3% | -0.1% |
| 30D | -1.3% | +6.6% | -7.9% | -2.6% |
| 3M | +15.2% | -34.5% | +49.7% | +23.0% |
| 6M | +18.8% | -24.5% | +43.3% | +22.5% |
| YTD | +21.0% | +12.7% | +8.3% | +14.2% |
| 1Y | +34.0% | +94.8% | -60.8% | +10.3% |
| 3Y | +95.3% | +31.9% | +63.5% | +67.4% |
| All | +41.2% | +115.1% | -74.0% | +0.9% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling