+45.5%
C vs LUNR
+72.6%
-27.1%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.6% |
| 7D | +0.3% | -0.5% | +0.8% | +0.3% |
| 30D | +2.0% | -11.3% | +13.3% | +2.7% |
| 3M | +4.4% | -44.9% | +49.3% | +7.2% |
| 6M | +28.3% | -17.3% | +45.7% | +24.4% |
| YTD | +20.5% | -9.9% | +30.4% | +13.8% |
| 1Y | +45.5% | +76.1% | -30.6% | +31.4% |
| All | +45.5% | +72.6% | -27.1% | +31.4% |
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