+12.1%
IVV vs LUNR
+37.2%
-25.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.0% | -7.3% | -0.7% |
| 7D | +3.3% | +51.2% | -47.8% | +1.0% |
| 30D | -2.7% | +7.0% | -9.6% | -3.3% |
| 3M | -1.7% | -23.1% | +21.4% | -1.1% |
| 6M | +3.2% | -59.4% | +62.6% | +5.9% |
| YTD | +12.0% | -19.7% | +31.7% | +10.3% |
| 1Y | +12.1% | +39.5% | -27.4% | +6.5% |
| All | +12.1% | +37.2% | -25.0% | +6.5% |
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