+48.7%
LUNR vs A
-6.1%
+54.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.7% | -4.5% | -2.5% |
| 7D | -3.1% | -2.6% | -0.5% | -2.5% |
| 30D | -15.3% | -0.9% | -14.5% | -15.1% |
| 3M | -53.2% | +13.6% | -66.8% | -54.7% |
| 6M | -22.2% | +27.8% | -50.1% | -27.3% |
| YTD | -11.6% | +8.6% | -20.2% | -14.5% |
| 1Y | +68.4% | +16.9% | +51.6% | +60.3% |
| 3Y | +216.8% | +32.9% | +183.9% | +208.2% |
| All | +48.7% | -6.1% | +54.8% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling