+53.9%
WM vs LBRT
+115.1%
-61.2%
-18.1%
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 | -1.2% | +1.5% | -2.7% | -1.3% |
| 7D | -0.3% | +8.7% | -9.0% | -0.5% |
| 30D | -2.4% | +6.6% | -9.0% | -2.5% |
| 3M | +0.4% | -34.5% | +34.9% | +1.3% |
| 6M | -9.5% | -24.5% | +15.0% | -9.1% |
| YTD | +0.5% | +12.7% | -12.2% | -0.3% |
| 1Y | -1.1% | +94.8% | -95.9% | -4.1% |
| 3Y | +46.0% | +31.9% | +14.2% | +41.1% |
| All | +53.9% | +115.1% | -61.2% | +43.9% |
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