+54.8%
LUNR vs BUD
+40.5%
+14.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.2% | -2.5% | -4.3% |
| 7D | +0.5% | -1.3% | +1.9% | +0.8% |
| 30D | -5.3% | -6.1% | +0.8% | -4.4% |
| 3M | -45.6% | -3.8% | -41.9% | -45.5% |
| 6M | -17.4% | +8.2% | -25.5% | -19.2% |
| YTD | -7.9% | +23.6% | -31.5% | -12.3% |
| 1Y | +77.6% | +33.4% | +44.2% | +66.1% |
| 3Y | +247.4% | +45.3% | +202.1% | +221.5% |
| All | +54.8% | +40.5% | +14.4% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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