+24.8%
LUNR vs ALLE
+50.8%
-26.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +2.8% | +12.2% | +14.7% |
| 7D | +22.1% | -0.6% | +22.7% | +22.2% |
| 30D | -8.7% | +26.6% | -35.3% | -11.0% |
| 3M | -26.6% | +13.2% | -39.8% | -27.5% |
| 6M | -58.4% | +42.9% | -101.3% | -60.0% |
| YTD | -25.8% | +21.0% | -46.9% | -27.5% |
| 1Y | +25.5% | +15.2% | +10.4% | +23.3% |
| 3Y | +300.0% | +95.6% | +204.4% | +320.3% |
| All | +24.8% | +50.8% | -26.1% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling