-47.5%
INTU vs LUNR
+48.7%
-96.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.7% | +2.8% |
| 7D | -3.3% | -3.1% | -0.2% | -3.3% |
| 30D | -3.9% | -15.3% | +11.4% | -3.9% |
| 3M | +16.6% | -53.2% | +69.8% | +17.2% |
| 6M | -26.4% | -22.2% | -4.2% | -26.5% |
| YTD | -51.0% | -11.6% | -39.4% | -51.2% |
| 1Y | -50.8% | +68.4% | -119.2% | -51.3% |
| 3Y | -40.1% | +216.8% | -256.8% | -40.5% |
| All | -47.5% | +48.7% | -96.3% | -43.9% |
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 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