+11.3%
JNJ vs LUNR
-13.4%
+24.7%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.7% | +4.0% | -0.8% |
| 7D | -3.0% | +0.5% | -3.5% | -2.9% |
| 30D | +2.5% | -5.3% | +7.8% | +2.4% |
| 3M | +13.2% | -45.6% | +58.9% | +13.2% |
| 6M | +11.3% | -17.4% | +28.6% | +11.0% |
| All | +11.3% | -13.4% | +24.7% | +11.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling