+62.5%
LUNR vs ALLE
+23.1%
+39.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.6% | +5.9% |
| 7D | +6.5% | +2.8% | +3.7% | +6.2% |
| 30D | -4.4% | -7.6% | +3.2% | -3.6% |
| 3M | -47.3% | +22.8% | -70.0% | -48.4% |
| 6M | -11.1% | +4.6% | -15.7% | -11.4% |
| YTD | -3.4% | -1.2% | -2.2% | -3.5% |
| 1Y | +85.8% | -9.1% | +94.9% | +86.9% |
| 3Y | +264.7% | +50.0% | +214.7% | +281.5% |
| All | +62.5% | +23.1% | +39.4% | +60.7% |
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