+278.8%
WPM vs LBRT
+26.0%
+252.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.5% | -1.1% |
| 7D | +1.1% | +8.7% | -7.7% | +1.0% |
| 30D | +26.4% | +6.6% | +19.7% | +26.3% |
| 3M | +20.8% | -34.5% | +55.3% | +21.3% |
| 6M | +1.1% | -24.5% | +25.6% | +1.5% |
| YTD | +32.5% | +12.7% | +19.7% | +32.3% |
| 1Y | +51.5% | +94.8% | -43.3% | +50.2% |
| All | +278.8% | +26.0% | +252.8% | +272.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling