+1,541.8%
FIX vs LUNR
+62.5%
+1,479.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.9% | -3.5% | +2.2% |
| 7D | +6.1% | +6.5% | -0.5% | +5.8% |
| 30D | -2.7% | -4.4% | +1.7% | -2.5% |
| 3M | -10.9% | -47.3% | +36.3% | -9.1% |
| 6M | +29.0% | -11.1% | +40.1% | +28.8% |
| YTD | +76.9% | -3.4% | +80.3% | +75.7% |
| 1Y | +130.7% | +85.8% | +45.0% | +124.8% |
| 3Y | +790.7% | +264.7% | +526.0% | +768.3% |
| All | +1,541.8% | +62.5% | +1,479.3% | +1,395.5% |
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