+196.7%
AMD vs LUNR
+8.5%
+188.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +21.5% | -10.4% | +10.3% |
| 7D | -11.0% | -1.9% | -9.2% | -11.0% |
| 30D | -30.5% | -27.3% | -3.1% | -29.8% |
| 3M | -8.2% | -29.9% | +21.6% | -7.2% |
| 6M | +6.6% | -60.2% | +66.8% | +9.0% |
| YTD | +109.7% | -35.5% | +145.2% | +112.4% |
| 1Y | +88.9% | +9.5% | +79.4% | +90.1% |
| 3Y | +301.8% | +226.2% | +75.7% | +317.3% |
| All | +196.7% | +8.5% | +188.2% | +208.5% |
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