-0.5%
AGG vs LUNR
-9.9%
+9.4%
-5.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.2% | +5.7% | +0.5% |
| 7D | +0.5% | -14.3% | +14.8% | +0.6% |
| 30D | +2.4% | -30.5% | +32.9% | +2.6% |
| 3M | -1.0% | -28.9% | +27.9% | -0.8% |
| 6M | -0.9% | -60.8% | +59.9% | -0.5% |
| YTD | -0.9% | -38.8% | +37.9% | -0.4% |
| 1Y | -0.5% | -4.5% | +4.0% | +0.1% |
| All | -0.5% | -9.9% | +9.4% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling