+143.3%
DELL vs LUNR
-9.9%
+153.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.2% | -3.6% | -7.9% |
| 7D | -24.6% | -14.3% | -10.3% | -22.4% |
| 30D | -32.5% | -30.5% | -2.0% | -28.4% |
| 3M | -20.2% | -28.9% | +8.7% | -15.9% |
| 6M | +76.5% | -60.8% | +137.3% | +93.4% |
| YTD | +198.9% | -38.8% | +237.7% | +204.7% |
| 1Y | +143.3% | -4.5% | +147.8% | +124.2% |
| All | +143.3% | -9.9% | +153.2% | +124.2% |
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