+51.0%
ADM vs LUNR
+54.8%
-3.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.7% | +7.1% | +2.4% |
| 7D | +1.4% | +0.5% | +0.8% | +1.4% |
| 30D | +8.2% | -5.3% | +13.5% | +8.2% |
| 3M | +8.7% | -45.6% | +54.3% | +8.9% |
| 6M | +29.1% | -17.4% | +46.5% | +29.0% |
| YTD | +53.7% | -7.9% | +61.6% | +53.5% |
| 1Y | +43.2% | +77.6% | -34.4% | +42.8% |
| 3Y | +21.4% | +247.4% | -226.0% | +20.8% |
| All | +51.0% | +54.8% | -3.8% | +52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling