+111.1%
ADI vs LUNR
+62.5%
+48.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.9% | -5.6% | +0.2% |
| 7D | +2.4% | +6.5% | -4.1% | +2.3% |
| 30D | -6.6% | -4.4% | -2.2% | -6.5% |
| 3M | -9.8% | -47.3% | +37.5% | -9.0% |
| 6M | +15.7% | -11.1% | +26.7% | +15.6% |
| YTD | +35.1% | -3.4% | +38.5% | +34.6% |
| 1Y | +47.7% | +85.8% | -38.1% | +45.6% |
| 3Y | +114.5% | +264.7% | -150.2% | +110.7% |
| All | +111.1% | +62.5% | +48.6% | +96.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling