+11.7%
IR vs LUNR
+38.9%
-27.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +2.5% | +24.2% | -21.6% | +1.7% |
| 30D | +9.2% | +18.0% | -8.8% | +8.2% |
| 3M | +0.9% | -26.0% | +26.9% | +1.2% |
| 6M | +19.2% | -63.6% | +82.8% | +22.2% |
| YTD | +7.5% | -19.9% | +27.4% | +3.5% |
| 1Y | +11.7% | +50.1% | -38.4% | +1.4% |
| All | +11.7% | +38.9% | -27.2% | +1.4% |
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 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