+48.7%
LUNR vs AGNC
+25.2%
+23.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.6% |
| 7D | -3.1% | -4.7% | +1.6% | -0.5% |
| 30D | -15.3% | -5.7% | -9.7% | -12.6% |
| 3M | -53.2% | +1.9% | -55.0% | -53.8% |
| 6M | -22.2% | +1.8% | -24.0% | -22.9% |
| YTD | -11.6% | +3.4% | -15.0% | -12.5% |
| 1Y | +68.4% | +13.6% | +54.8% | +59.9% |
| 3Y | +216.8% | +60.4% | +156.4% | +170.4% |
| All | +48.7% | +25.2% | +23.5% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGNC.
Daily Out/Under-Performance
Portfolio return minus AGNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGNC 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 AGNC 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