+87.6%
JNJ vs LUNR
+51.5%
+36.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.9% | -0.3% |
| 7D | -4.3% | -0.5% | -3.8% | -4.3% |
| 30D | +3.0% | -11.3% | +14.3% | +3.0% |
| 3M | +12.2% | -44.9% | +57.1% | +12.1% |
| 6M | +10.5% | -17.3% | +27.8% | +10.5% |
| YTD | +30.8% | -9.9% | +40.7% | +30.9% |
| 1Y | +54.9% | +76.1% | -21.2% | +55.5% |
| 3Y | +80.7% | +240.0% | -159.3% | +81.9% |
| All | +87.6% | +51.5% | +36.1% | +93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling