+54.3%
EFA vs LUNR
+48.7%
+5.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.0% |
| 7D | -1.5% | -3.1% | +1.6% | -1.5% |
| 30D | -1.7% | -15.3% | +13.7% | -1.5% |
| 3M | +3.5% | -53.2% | +56.7% | +4.2% |
| 6M | +9.5% | -22.2% | +31.7% | +9.5% |
| YTD | +12.9% | -11.6% | +24.5% | +12.7% |
| 1Y | +18.2% | +68.4% | -50.2% | +17.4% |
| 3Y | +64.8% | +216.8% | -151.9% | +63.4% |
| All | +54.3% | +48.7% | +5.6% | +53.9% |
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