+171.5%
EQT vs LUNR
+48.7%
+122.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.6% |
| 7D | -2.0% | -3.1% | +1.1% | -1.9% |
| 30D | 0.0% | -15.3% | +15.4% | +0.3% |
| 3M | +5.9% | -53.2% | +59.1% | +7.3% |
| 6M | -14.8% | -22.2% | +7.4% | -14.9% |
| YTD | +1.8% | -11.6% | +13.3% | +1.0% |
| 1Y | +7.4% | +68.4% | -61.1% | +4.9% |
| 3Y | +33.6% | +216.8% | -183.2% | +27.0% |
| All | +171.5% | +48.7% | +122.8% | +170.7% |
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 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