+2.8%
DIS vs LUNR
+37.2%
-34.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.0% | -8.2% | -1.3% |
| 7D | +0.9% | +51.2% | -50.3% | -0.1% |
| 30D | +8.9% | +7.0% | +1.9% | +8.6% |
| 3M | +14.5% | -23.1% | +37.7% | +15.0% |
| 6M | +12.2% | -59.4% | +71.6% | +14.6% |
| YTD | +4.7% | -19.7% | +24.4% | +2.7% |
| 1Y | +2.8% | +39.5% | -36.7% | -4.4% |
| All | +2.8% | +37.2% | -34.3% | -4.4% |
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