-41.5%
INTU vs LUNR
+241.9%
-283.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.2% | -1.4% |
| 7D | -8.5% | +0.5% | -9.0% | -8.5% |
| 30D | -6.1% | -5.3% | -0.8% | -6.1% |
| 3M | +7.3% | -45.6% | +52.9% | +9.3% |
| 6M | -33.2% | -17.4% | -15.9% | -33.8% |
| YTD | -52.2% | -7.9% | -44.2% | -53.2% |
| 1Y | -52.7% | +77.6% | -130.3% | -55.6% |
| All | -41.5% | +241.9% | -283.4% | -46.8% |
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