-7.5%
IGV vs LUNR
-9.9%
+2.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.2% | +6.1% | +1.3% |
| 7D | -7.5% | -14.3% | +6.9% | -6.4% |
| 30D | -5.6% | -30.5% | +24.9% | -3.2% |
| 3M | +1.5% | -28.9% | +30.4% | +3.5% |
| 6M | +17.1% | -60.8% | +77.9% | +22.2% |
| YTD | -2.0% | -38.8% | +36.8% | -3.4% |
| 1Y | -7.5% | -4.5% | -3.0% | -14.3% |
| All | -7.5% | -9.9% | +2.3% | -14.3% |
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 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