+211.2%
WPM vs LBRT
-27.9%
+239.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -2.9% | -2.8% |
| 7D | -0.5% | +13.8% | -14.3% | -0.5% |
| 30D | -3.1% | -32.4% | +29.3% | -3.1% |
| 3M | -2.2% | -39.9% | +37.7% | -2.1% |
| 6M | -7.4% | -60.8% | +53.4% | -7.3% |
| YTD | +12.6% | -29.3% | +41.9% | +12.9% |
| 1Y | +22.8% | -18.9% | +41.7% | +23.3% |
| All | +211.2% | -27.9% | +239.1% | +220.2% |
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