-8.8%
IR vs LUNR
+72.6%
-81.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.5% | -0.6% |
| 7D | -3.1% | -0.5% | -2.5% | -3.1% |
| 30D | -14.0% | -11.3% | -2.7% | -13.7% |
| 3M | +3.7% | -44.9% | +48.6% | +5.9% |
| 6M | -15.4% | -17.3% | +1.9% | -16.9% |
| YTD | -7.7% | -9.9% | +2.2% | -11.2% |
| 1Y | -8.8% | +76.1% | -85.0% | -17.8% |
| All | -8.8% | +72.6% | -81.4% | -17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling