-51.7%
FIG vs LUNR
-9.9%
-41.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -5.2% | +10.5% | +5.4% |
| 7D | -4.7% | -14.3% | +9.7% | -4.2% |
| 30D | +0.5% | -30.5% | +31.1% | +1.5% |
| 3M | -18.4% | -28.9% | +10.5% | -18.1% |
| 6M | +10.9% | -60.8% | +71.7% | +13.8% |
| YTD | -40.8% | -38.8% | -2.0% | -43.1% |
| 1Y | -51.7% | -4.5% | -47.2% | -57.9% |
| All | -51.7% | -9.9% | -41.8% | -57.9% |
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 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