+113.1%
ADI vs LUNR
+234.6%
-121.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.9% |
| 7D | +1.3% | -0.5% | +1.9% | +1.3% |
| 30D | -6.0% | -11.3% | +5.3% | -5.3% |
| 3M | -7.7% | -44.9% | +37.2% | -4.8% |
| 6M | +14.0% | -17.3% | +31.3% | +13.7% |
| YTD | +34.4% | -9.9% | +44.3% | +32.2% |
| 1Y | +48.0% | +76.1% | -28.2% | +38.3% |
| All | +113.1% | +234.6% | -121.5% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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