+74.9%
IVV vs LUNR
+62.5%
+12.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.9% | -6.5% | -0.7% |
| 7D | +0.5% | +6.5% | -6.0% | +0.4% |
| 30D | -1.0% | -4.4% | +3.4% | -0.9% |
| 3M | +3.9% | -47.3% | +51.1% | +4.4% |
| 6M | +14.5% | -11.1% | +25.6% | +14.4% |
| YTD | +12.9% | -3.4% | +16.3% | +12.6% |
| 1Y | +19.4% | +85.8% | -66.4% | +18.4% |
| 3Y | +78.8% | +264.7% | -185.8% | +77.9% |
| All | +74.9% | +62.5% | +12.4% | +76.8% |
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 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