+68.4%
LUNR vs EQH
+3.9%
+64.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.3% | -2.8% |
| 7D | -3.1% | +0.7% | -3.8% | -3.7% |
| 30D | -15.3% | +2.8% | -18.2% | -17.4% |
| 3M | -53.2% | +23.1% | -76.3% | -61.1% |
| 6M | -22.2% | +41.4% | -63.6% | -44.2% |
| YTD | -11.6% | +14.3% | -25.8% | -22.0% |
| 1Y | +68.4% | +1.6% | +66.8% | +60.0% |
| All | +68.4% | +3.9% | +64.6% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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