+1,668.5%
LITE vs LUNR
+210.5%
+1,458.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.9% |
| 7D | -1.5% | -3.6% | +2.1% | -0.8% |
| 30D | +6.7% | +5.9% | +0.8% | +5.7% |
| 3M | -6.8% | -56.0% | +49.2% | +6.8% |
| 6M | +29.4% | -20.5% | +49.9% | +32.3% |
| YTD | +139.1% | -8.7% | +147.8% | +131.4% |
| 1Y | +521.0% | +75.9% | +445.1% | +431.2% |
| All | +1,668.5% | +210.5% | +1,458.0% | +1,188.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling