+17.8%
AVGO vs LUNR
+75.3%
-57.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -3.0% | -3.6% | +0.7% | -2.6% |
| 30D | -14.4% | +5.9% | -20.3% | -15.2% |
| 3M | -14.4% | -56.0% | +41.5% | -7.7% |
| 6M | +13.1% | -20.5% | +33.6% | +13.3% |
| YTD | +3.8% | -8.7% | +12.5% | +1.4% |
| 1Y | +17.8% | +75.9% | -58.1% | +29.5% |
| All | +17.8% | +75.3% | -57.5% | +29.5% |
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 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