+53.5%
LUNR vs ALLE
+23.9%
+29.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.6% |
| 7D | -3.6% | -0.2% | -3.4% | -3.6% |
| 30D | +5.9% | -6.8% | +12.7% | +6.6% |
| 3M | -56.0% | +21.0% | -77.0% | -56.8% |
| 6M | -20.5% | +1.1% | -21.6% | -20.5% |
| YTD | -8.7% | -0.5% | -8.2% | -8.9% |
| 1Y | +75.9% | -7.3% | +83.1% | +76.6% |
| 3Y | +202.9% | +42.3% | +160.6% | +209.1% |
| All | +53.5% | +23.9% | +29.5% | +51.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling