+121.0%
INTC vs LUNR
+48.7%
+72.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.5% | +2.7% |
| 7D | +7.5% | -3.1% | +10.6% | +7.6% |
| 30D | +2.0% | -15.3% | +17.3% | +2.4% |
| 3M | -12.0% | -53.2% | +41.2% | -10.5% |
| 6M | +114.5% | -22.2% | +136.8% | +115.7% |
| YTD | +179.0% | -11.6% | +190.6% | +179.4% |
| 1Y | +318.3% | +68.4% | +249.9% | +314.6% |
| 3Y | +171.2% | +216.8% | -45.6% | +169.7% |
| All | +121.0% | +48.7% | +72.3% | +122.2% |
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