+724.9%
DELL vs LUNR
+228.4%
+496.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.8% | +13.8% | +12.1% |
| 7D | +8.2% | -3.1% | +11.3% | +8.5% |
| 30D | +17.1% | -15.3% | +32.4% | +18.8% |
| 3M | +45.2% | -53.2% | +98.3% | +54.2% |
| 6M | +286.8% | -22.2% | +309.0% | +289.2% |
| YTD | +354.8% | -11.6% | +366.4% | +347.5% |
| 1Y | +358.3% | +68.4% | +289.8% | +324.0% |
| 3Y | +724.9% | +216.8% | +508.1% | +703.3% |
| All | +724.9% | +228.4% | +496.5% | +703.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling