+13.8%
FIX vs LUNR
+18.5%
-4.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.3% | -0.3% |
| 7D | -13.9% | +12.7% | -26.6% | -16.1% |
| 30D | -35.5% | -10.5% | -25.1% | -34.7% |
| 3M | -33.9% | -25.2% | -8.8% | -31.2% |
| 6M | -43.3% | -59.2% | +15.9% | -37.1% |
| YTD | +18.7% | -27.2% | +45.9% | +15.5% |
| 1Y | +13.8% | +19.7% | -5.9% | -3.2% |
| All | +13.8% | +18.5% | -4.7% | -3.2% |
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