+48.7%
LUNR vs BEN
+20.7%
+28.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -3.1% | -3.1% | 0.0% | -1.7% |
| 30D | -15.3% | +0.2% | -15.5% | -15.4% |
| 3M | -53.2% | +6.8% | -60.0% | -54.5% |
| 6M | -22.2% | +38.1% | -60.3% | -31.7% |
| YTD | -11.6% | +44.3% | -55.9% | -23.8% |
| 1Y | +68.4% | +42.6% | +25.9% | +45.9% |
| 3Y | +216.8% | +52.3% | +164.5% | +154.4% |
| All | +48.7% | +20.7% | +28.0% | +14.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling