-3.7%
FISV vs LUNR
-9.9%
+6.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.2% | +11.5% | +6.2% |
| 7D | +29.6% | -14.3% | +44.0% | +29.4% |
| 30D | +34.5% | -30.5% | +65.0% | +34.2% |
| 3M | +11.2% | -28.9% | +40.1% | +11.0% |
| 6M | -1.2% | -60.8% | +59.6% | -1.4% |
| YTD | -7.6% | -38.8% | +31.2% | -9.5% |
| 1Y | -3.7% | -4.5% | +0.8% | -7.7% |
| All | -3.7% | -9.9% | +6.1% | -7.7% |
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 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