+39.5%
LUNR vs D
+15.2%
+24.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.8% | +6.5% |
| 7D | +51.2% | -3.1% | +54.2% | +48.7% |
| 30D | +7.0% | +8.4% | -1.4% | +11.5% |
| 3M | -23.1% | +0.2% | -23.4% | -22.8% |
| 6M | -59.4% | +9.5% | -68.9% | -57.5% |
| YTD | -19.7% | +18.8% | -38.5% | -10.1% |
| 1Y | +39.5% | +14.7% | +24.8% | +53.9% |
| All | +39.5% | +15.2% | +24.4% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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