+552.3%
LITE vs LUNR
+34.7%
+517.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.5% |
| 7D | +10.8% | +24.2% | -13.4% | +9.5% |
| 30D | -33.4% | +18.0% | -51.4% | -34.0% |
| 3M | -32.2% | -26.0% | -6.3% | -31.3% |
| 6M | -42.1% | -63.6% | +21.5% | -39.7% |
| YTD | +61.9% | -19.9% | +81.8% | +62.5% |
| 1Y | +163.0% | +50.1% | +112.9% | +158.4% |
| 3Y | +1,358.0% | +374.5% | +983.6% | +1,343.1% |
| All | +552.3% | +34.7% | +517.5% | +563.7% |
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 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