+75.9%
LUNR vs BR
-29.1%
+105.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | -0.4% |
| 7D | -3.6% | -5.3% | +1.6% | -5.4% |
| 30D | +5.9% | +6.4% | -0.6% | +8.2% |
| 3M | -56.0% | +13.6% | -69.6% | -52.9% |
| 6M | -20.5% | -6.7% | -13.8% | -15.8% |
| YTD | -8.7% | -21.1% | +12.3% | +5.2% |
| 1Y | +75.9% | -29.6% | +105.5% | +120.1% |
| All | +75.9% | -29.1% | +105.0% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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