+75.9%
LUNR vs ED
+12.4%
+63.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.1% | -1.0% |
| 7D | -3.6% | -0.2% | -3.5% | -3.8% |
| 30D | +5.9% | -0.1% | +6.0% | +5.9% |
| 3M | -56.0% | +3.9% | -59.9% | -52.9% |
| 6M | -20.5% | -3.0% | -17.4% | -21.3% |
| YTD | -8.7% | +10.7% | -19.4% | +9.9% |
| 1Y | +75.9% | +13.3% | +62.5% | +121.7% |
| All | +75.9% | +12.4% | +63.5% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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