+12.1%
IJH vs LUNR
-19.1%
+31.2%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -13.2% | +9.3% | -3.2% |
| 7D | -3.4% | -26.2% | +22.8% | -1.8% |
| 30D | -3.1% | -42.8% | +39.6% | -0.3% |
| 3M | -6.6% | -38.4% | +31.8% | -4.5% |
| 6M | -1.6% | -65.2% | +63.6% | +2.4% |
| YTD | +9.5% | -46.9% | +56.4% | +9.4% |
| 1Y | +12.1% | -17.4% | +29.5% | +7.9% |
| All | +12.1% | -19.1% | +31.2% | +7.9% |
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