+1,015.2%
DELL vs LUNR
+48.7%
+966.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.8% | +13.8% | +12.0% |
| 7D | +8.2% | -3.1% | +11.3% | +8.3% |
| 30D | +17.1% | -15.3% | +32.4% | +17.6% |
| 3M | +45.2% | -53.2% | +98.3% | +47.6% |
| 6M | +286.8% | -22.2% | +309.0% | +288.0% |
| YTD | +354.8% | -11.6% | +366.4% | +353.8% |
| 1Y | +358.3% | +68.4% | +289.8% | +351.2% |
| 3Y | +724.9% | +216.8% | +508.1% | +718.8% |
| All | +1,015.2% | +48.7% | +966.4% | +959.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling