+913.4%
FIX vs LUNR
+8.5%
+904.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +21.5% | -16.0% | +4.6% |
| 7D | -17.5% | -1.9% | -15.6% | -17.4% |
| 30D | -41.6% | -27.3% | -14.2% | -40.9% |
| 3M | -40.6% | -29.9% | -10.7% | -39.8% |
| 6M | -49.4% | -60.2% | +10.9% | -47.9% |
| YTD | +9.2% | -35.5% | +44.7% | +10.0% |
| 1Y | +6.5% | +9.5% | -3.1% | +5.5% |
| 3Y | +448.7% | +226.2% | +222.6% | +443.2% |
| All | +913.4% | +8.5% | +904.9% | +836.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling