+54.8%
LUNR vs ED
+63.5%
-8.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -5.0% |
| 7D | +0.5% | -0.2% | +0.7% | +0.4% |
| 30D | -5.3% | +1.9% | -7.3% | -4.5% |
| 3M | -45.6% | +1.9% | -47.5% | -44.9% |
| 6M | -17.4% | -2.3% | -15.1% | -17.3% |
| YTD | -7.9% | +10.9% | -18.8% | -3.9% |
| 1Y | +77.6% | +14.5% | +63.1% | +87.9% |
| 3Y | +247.4% | +33.4% | +214.1% | +254.2% |
| All | +54.8% | +63.5% | -8.7% | +59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling