+244.4%
LUNR vs ALLE
+50.7%
+193.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.2% |
| 7D | -3.6% | -0.2% | -3.4% | -3.5% |
| 30D | +5.9% | -6.8% | +12.7% | +9.9% |
| 3M | -56.0% | +21.0% | -77.0% | -60.9% |
| 6M | -20.5% | +1.1% | -21.6% | -20.9% |
| YTD | -8.7% | -0.5% | -8.2% | -10.0% |
| 1Y | +75.9% | -7.3% | +83.1% | +82.4% |
| All | +244.4% | +50.7% | +193.7% | +154.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling