+48.7%
LUNR vs ED
+61.9%
-13.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.6% | -2.0% |
| 7D | -3.1% | -0.8% | -2.3% | -3.5% |
| 30D | -15.3% | -0.4% | -14.9% | -15.4% |
| 3M | -53.2% | +0.5% | -53.6% | -52.9% |
| 6M | -22.2% | -3.1% | -19.1% | -22.4% |
| YTD | -11.6% | +9.8% | -21.4% | -8.0% |
| 1Y | +68.4% | +12.6% | +55.8% | +77.2% |
| 3Y | +216.8% | +31.4% | +185.4% | +221.6% |
| All | +48.7% | +61.9% | -13.2% | +52.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling