+34.7%
LUNR vs AG
+1.5%
+33.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.3% |
| 7D | +24.2% | -10.0% | +34.1% | +27.0% |
| 30D | +18.0% | -10.5% | +28.5% | +21.0% |
| 3M | -26.0% | -27.3% | +1.3% | -20.8% |
| 6M | -63.6% | -43.0% | -20.6% | -59.3% |
| YTD | -19.9% | -17.9% | -2.0% | -15.0% |
| 1Y | +50.1% | +11.9% | +38.2% | +53.8% |
| 3Y | +374.5% | +201.8% | +172.6% | +323.5% |
| All | +34.7% | +1.5% | +33.2% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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