+34.1%
WPM vs LBRT
-27.7%
+61.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.4% | -1.7% | -5.0% |
| 7D | +16.4% | -15.7% | +32.0% | +16.2% |
| 30D | -1.5% | -34.3% | +32.8% | -0.9% |
| 3M | +2.6% | -40.6% | +43.2% | +3.5% |
| 6M | -1.3% | -62.0% | +60.7% | +0.2% |
| YTD | +16.8% | -31.6% | +48.4% | +16.1% |
| 1Y | +34.1% | -25.8% | +59.9% | +31.9% |
| All | +34.1% | -27.7% | +61.9% | +31.9% |
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 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