+44.9%
C vs LUNR
+75.3%
-30.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.4% |
| 7D | +3.6% | -3.6% | +7.3% | +3.9% |
| 30D | +0.1% | +5.9% | -5.8% | -0.4% |
| 3M | +2.4% | -56.0% | +58.4% | +6.5% |
| 6M | +24.9% | -20.5% | +45.4% | +21.6% |
| YTD | +19.8% | -8.7% | +28.6% | +13.1% |
| 1Y | +44.9% | +75.9% | -31.0% | +30.6% |
| All | +44.9% | +75.3% | -30.4% | +30.6% |
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