-44.3%
INTU vs LUNR
+35.0%
-79.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.0% | -7.7% | -0.7% |
| 7D | -4.1% | +51.2% | -55.3% | -4.3% |
| 30D | +12.8% | +7.0% | +5.9% | +12.8% |
| 3M | +2.1% | -23.1% | +25.2% | +2.2% |
| 6M | -11.5% | -59.4% | +47.9% | -11.0% |
| YTD | -47.9% | -19.7% | -28.2% | -48.1% |
| 1Y | -47.7% | +39.5% | -87.2% | -48.2% |
| 3Y | -34.0% | +357.2% | -391.1% | -34.3% |
| All | -44.3% | +35.0% | -79.3% | -40.4% |
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