+22.6%
EFA vs LUNR
+75.3%
-52.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | +0.6% | -3.6% | +4.2% | +0.8% |
| 30D | +0.9% | +5.9% | -5.0% | +0.5% |
| 3M | +4.9% | -56.0% | +60.8% | +8.4% |
| 6M | +8.6% | -20.5% | +29.0% | +8.3% |
| YTD | +14.6% | -8.7% | +23.4% | +13.0% |
| 1Y | +22.6% | +75.9% | -53.3% | +16.1% |
| All | +22.6% | +75.3% | -52.6% | +16.1% |
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