+764.4%
FIX vs LUNR
+210.5%
+553.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.8% |
| 7D | +6.0% | -3.6% | +9.7% | +6.5% |
| 30D | -7.2% | +5.9% | -13.1% | -8.0% |
| 3M | -15.9% | -56.0% | +40.1% | -7.5% |
| 6M | +12.7% | -20.5% | +33.2% | +12.9% |
| YTD | +72.8% | -8.7% | +81.5% | +67.5% |
| 1Y | +122.9% | +75.9% | +47.0% | +97.2% |
| All | +764.4% | +210.5% | +553.9% | +587.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling