+53.5%
LUNR vs A
-3.6%
+57.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.2% | +0.6% |
| 7D | -3.6% | -1.9% | -1.7% | -3.2% |
| 30D | +5.9% | +6.9% | -1.0% | +4.3% |
| 3M | -56.0% | +9.2% | -65.2% | -56.9% |
| 6M | -20.5% | +25.7% | -46.1% | -25.3% |
| YTD | -8.7% | +11.5% | -20.3% | -12.2% |
| 1Y | +75.9% | +18.4% | +57.5% | +67.0% |
| 3Y | +202.9% | +26.6% | +176.3% | +186.1% |
| All | +53.5% | -3.6% | +57.1% | +34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling