-34.1%
INTU vs LUNR
+348.3%
-382.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | +0.1% | +24.2% | -24.1% | -0.4% |
| 30D | +10.1% | +18.0% | -7.9% | +9.6% |
| 3M | -4.2% | -26.0% | +21.8% | -3.6% |
| 6M | -7.2% | -63.6% | +56.3% | -4.7% |
| YTD | -47.7% | -19.9% | -27.8% | -48.7% |
| 1Y | -46.7% | +50.1% | -96.8% | -49.6% |
| 3Y | -34.1% | +374.5% | -408.5% | -41.0% |
| All | -34.1% | +348.3% | -382.3% | -41.0% |
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