+39.5%
LUNR vs ALLE
+14.3%
+25.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.5% | +7.5% | +7.1% |
| 7D | +51.2% | +1.6% | +49.6% | +50.7% |
| 30D | +7.0% | +24.1% | -17.1% | +2.9% |
| 3M | -23.1% | +14.8% | -38.0% | -24.8% |
| 6M | -59.4% | +45.9% | -105.3% | -62.3% |
| YTD | -19.7% | +20.7% | -40.5% | -24.1% |
| 1Y | +39.5% | +14.2% | +25.3% | +40.5% |
| All | +39.5% | +14.3% | +25.2% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 1y: compounded portfolio wealth divided by compounded ALLE 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…
1y analysis · Full analysis span regression · 6 months rolling