-32.2%
INFY vs LUNR
+228.4%
-260.6%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +1.5% |
| 7D | -5.4% | -3.1% | -2.3% | -5.3% |
| 30D | -9.9% | -15.3% | +5.5% | -9.6% |
| 3M | -4.6% | -53.2% | +48.6% | -3.0% |
| 6M | -18.5% | -22.2% | +3.8% | -18.7% |
| YTD | -36.5% | -11.6% | -25.0% | -37.1% |
| 1Y | -32.8% | +68.4% | -101.2% | -34.4% |
| 3Y | -32.2% | +216.8% | -249.0% | -29.1% |
| All | -32.2% | +228.4% | -260.6% | -29.1% |
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