-10.0%
DIS vs LUNR
+77.6%
-87.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.7% | +3.9% | -0.7% |
| 7D | -3.5% | +0.5% | -4.1% | -3.5% |
| 30D | +1.0% | -5.3% | +6.3% | +1.0% |
| 3M | +5.7% | -45.6% | +51.3% | +7.4% |
| 6M | +3.3% | -17.4% | +20.6% | +2.8% |
| YTD | -7.7% | -7.9% | +0.2% | -9.4% |
| 1Y | -10.0% | +77.6% | -87.6% | -10.7% |
| All | -10.0% | +77.6% | -87.6% | -10.7% |
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