+34.7%
LUNR vs ED
+84.0%
-49.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | +0.4% |
| 7D | +24.2% | +2.1% | +22.1% | +25.4% |
| 30D | +18.0% | +10.4% | +7.6% | +24.0% |
| 3M | -26.0% | +12.5% | -38.5% | -21.5% |
| 6M | -63.6% | +14.9% | -78.5% | -60.8% |
| YTD | -19.9% | +24.8% | -44.7% | -11.3% |
| 1Y | +50.1% | +23.8% | +26.3% | +66.5% |
| 3Y | +374.5% | +51.6% | +322.8% | +411.3% |
| All | +34.7% | +84.0% | -49.3% | +47.0% |
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