+34.1%
FITB vs LUNR
-9.9%
+44.0%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.2% | +6.7% | +1.6% |
| 7D | +2.3% | -14.3% | +16.7% | +2.7% |
| 30D | +7.7% | -30.5% | +38.2% | +8.6% |
| 3M | -4.5% | -28.9% | +24.4% | -3.7% |
| 6M | +12.5% | -60.8% | +73.3% | +14.4% |
| YTD | +19.8% | -38.8% | +58.6% | +18.0% |
| 1Y | +34.1% | -4.5% | +38.7% | +27.2% |
| All | +34.1% | -9.9% | +44.0% | +27.2% |
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