+75.9%
LUNR vs BEN
+42.6%
+33.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | -2.5% |
| 7D | -3.6% | +0.2% | -3.9% | -3.9% |
| 30D | +5.9% | -0.5% | +6.4% | +6.1% |
| 3M | -56.0% | +9.7% | -65.7% | -59.6% |
| 6M | -20.5% | +33.9% | -54.4% | -40.1% |
| YTD | -8.7% | +49.0% | -57.7% | -38.4% |
| 1Y | +75.9% | +42.1% | +33.8% | +21.4% |
| All | +75.9% | +42.6% | +33.3% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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